Modern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
65,957
+3,974
| +6% | +$188K | 0.08% | 219 |
|
|
2025
Q1 | $2.59M | Sell |
61,983
-359
| -0.6% | -$15K | 0.08% | 187 |
|
|
2024
Q4 | $2.74M | Buy |
62,342
+24,269
| +64% | +$1.07M | 0.1% | 159 |
|
|
2024
Q3 | $1.51M | Buy |
38,073
+497
| +1% | +$19.7K | 0.09% | 135 |
|
|
2024
Q2 | $1.49M | Buy |
37,576
+4,324
| +13% | +$172K | 0.11% | 112 |
|
|
2024
Q1 | $1.26M | Buy |
33,252
+4,749
| +17% | +$180K | 0.12% | 101 |
|
|
2023
Q4 | $960K | Buy |
+28,503
| New | +$960K | 0.12% | 64 |
|