Meridian Wealth Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
7,825
-90
| -1% | -$4.26K | 0.05% | 83 |
|
|
2025
Q1 | $330K | Sell |
7,915
-535
| -6% | -$22.3K | 0.05% | 78 |
|
|
2024
Q4 | $371K | Buy |
8,450
+115
| +1% | +$5.05K | 0.06% | 76 |
|
|
2024
Q3 | $331K | Buy |
8,335
+32
| +0.4% | +$1.27K | 0.05% | 80 |
|
|
2024
Q2 | $330K | Buy |
8,303
+595
| +8% | +$23.7K | 0.06% | 79 |
|
|
2024
Q1 | $292K | Buy |
7,708
+509
| +7% | +$19.3K | 0.05% | 83 |
|
|
2023
Q4 | $242K | Buy |
+7,199
| New | +$242K | 0.05% | 89 |
|
|
2023
Q1 | – | Sell |
-6,356
| Closed | -$211K | – | 95 |
|
|
2022
Q4 | $211K | Buy |
+6,356
| New | +$211K | 0.05% | 85 |
|
|
2021
Q2 | – | Sell |
-3,944
| Closed | -$153K | – | 196 |
|
|
2021
Q1 | $153K | Buy |
3,944
+1,667
| +73% | +$64.7K | 0.05% | 82 |
|
|
2020
Q4 | $69K | Sell |
2,277
-42
| -2% | -$1.27K | 0.03% | 118 |
|
|
2020
Q3 | $56K | Buy |
2,319
+174
| +8% | +$4.2K | 0.03% | 123 |
|
|
2020
Q2 | $51K | Sell |
2,145
-74
| -3% | -$1.76K | 0.03% | 127 |
|
|
2020
Q1 | $47K | Buy |
2,219
+491
| +28% | +$10.4K | 0.03% | 125 |
|
|
2019
Q4 | $61K | Buy |
+1,728
| New | +$61K | 0.04% | 118 |
|