Mitchell & Pahl Private Wealth’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 | $1.27M | Sell |
26,839
-592
| -2% | -$28K | 0.56% | 69 |
|
|
2025
Q1 | $1.14M | Sell |
27,431
-117
| -0.4% | -$4.88K | 0.53% | 67 |
|
|
2024
Q4 | $1.21M | Sell |
27,548
-759
| -3% | -$33.4K | 0.57% | 64 |
|
|
2024
Q3 | $1.12M | Sell |
28,307
-488
| -2% | -$19.4K | 0.52% | 68 |
|
|
2024
Q2 | $1.15M | Buy |
28,795
+28
| +0.1% | +$1.11K | 0.6% | 59 |
|
|
2024
Q1 | $1.09M | Sell |
28,767
-2,137
| -7% | -$81K | 0.57% | 67 |
|
|
2023
Q4 | $1.04M | Sell |
30,904
-2,459
| -7% | -$82.8K | 0.59% | 62 |
|
|
2023
Q3 | $913K | Sell |
33,363
-641
| -2% | -$17.6K | 0.54% | 63 |
|
|
2023
Q2 | $976K | Sell |
34,004
-1,167
| -3% | -$33.5K | 0.59% | 57 |
|
|
2023
Q1 | $1.01M | Sell |
35,171
-836
| -2% | -$23.9K | 0.63% | 58 |
|
|
2022
Q4 | $1.19M | Sell |
36,007
-2,427
| -6% | -$80.4K | 0.78% | 45 |
|
|
2022
Q3 | $1.16M | Sell |
38,434
-2,782
| -7% | -$84K | 0.86% | 39 |
|
|
2022
Q2 | $1.28M | Sell |
41,216
-2,795
| -6% | -$87K | 0.89% | 35 |
|
|
2022
Q1 | $1.81M | Sell |
44,011
-618
| -1% | -$25.5K | 1.15% | 22 |
|
|
2021
Q4 | $1.99M | Sell |
44,629
-621
| -1% | -$27.6K | 1.27% | 18 |
|
|
2021
Q3 | $1.92M | Sell |
45,250
-52
| -0.1% | -$2.21K | 1.38% | 16 |
|
|
2021
Q2 | $1.87M | Sell |
45,302
-240
| -0.5% | -$9.9K | 1.34% | 18 |
|
|
2021
Q1 | $1.76M | Sell |
45,542
-979
| -2% | -$37.9K | 1.37% | 16 |
|
|
2020
Q4 | $1.41M | Buy |
+46,521
| New | +$1.41M | 1.19% | 25 |
|