Merriman Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $264K | Buy |
+6,003
| New | +$264K | 0.01% | 180 |
|
|
2022
Q1 | – | Sell |
-4,914
| Closed | -$219K | – | 199 |
|
|
2021
Q4 | $219K | Sell |
4,914
-447
| -8% | -$19.9K | 0.02% | 199 |
|
|
2021
Q3 | $228K | Buy |
5,361
+54
| +1% | +$2.3K | 0.02% | 189 |
|
|
2021
Q2 | $219K | Hold |
5,307
| – | – | 0.02% | 206 |
|
|
2021
Q1 | $205K | Buy |
+5,307
| New | +$205K | 0.02% | 177 |
|
|
2019
Q4 | – | Sell |
-15,012
| Closed | -$438K | – | 184 |
|
|
2019
Q3 | $438K | Buy |
15,012
+30
| +0.2% | +$875 | 0.09% | 123 |
|
|
2019
Q2 | $4.41K | Hold |
14,982
| – | – | 0.08% | 130 |
|
|
2019
Q1 | $413K | Buy |
14,982
+2,785
| +23% | +$76.8K | 0.08% | 146 |
|
|
2018
Q4 | $312K | Buy |
12,197
+175
| +1% | +$4.48K | 0.07% | 119 |
|
|
2018
Q3 | $354K | Hold |
12,022
| – | – | 0.08% | 129 |
|
|
2018
Q2 | $339K | Sell |
12,022
-12,180
| -50% | -$343K | 0.08% | 129 |
|
|
2018
Q1 | $726K | Buy |
24,202
+1,875
| +8% | +$56.2K | 0.19% | 96 |
|
|
2017
Q4 | $659K | Buy |
22,327
+668
| +3% | +$19.7K | 0.16% | 100 |
|
|
2017
Q3 | $549K | Buy |
21,659
+1,062
| +5% | +$26.9K | 0.13% | 103 |
|
|
2017
Q2 | $500K | Buy |
20,597
+1,080
| +6% | +$26.2K | 0.14% | 76 |
|
|
2017
Q1 | $460K | Buy |
19,517
+6,725
| +53% | +$159K | 0.11% | 98 |
|
|
2016
Q4 | $283K | Sell |
12,792
-64
| -0.5% | -$1.42K | 0.08% | 109 |
|
|
2016
Q3 | $201K | Buy |
12,856
+225
| +2% | +$3.52K | 0.04% | 127 |
|
|
2016
Q2 | $168K | Buy |
+12,631
| New | +$168K | 0.05% | 99 |
|