Montz Harcus 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 | $326K | Sell |
6,882
-77
| -1% | -$3.64K | 0.16% | 57 |
|
|
2025
Q1 | $290K | Buy |
6,959
+147
| +2% | +$6.13K | 0.16% | 59 |
|
|
2024
Q4 | $299K | Sell |
6,812
-168
| -2% | -$7.38K | 0.17% | 51 |
|
|
2024
Q3 | $277K | Buy |
6,980
+41
| +0.6% | +$1.63K | 0.16% | 54 |
|
|
2024
Q2 | $276K | Sell |
6,939
-14
| -0.2% | -$557 | 0.18% | 51 |
|
|
2024
Q1 | $264K | Buy |
6,953
+224
| +3% | +$8.49K | 0.18% | 50 |
|
|
2023
Q4 | $227K | Buy |
+6,729
| New | +$227K | 0.17% | 49 |
|
|
2023
Q1 | – | Sell |
-6,199
| Closed | -$205K | – | 54 |
|
|
2022
Q4 | $205K | Buy |
+6,199
| New | +$205K | 0.2% | 52 |
|