Morton Brown Family 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 | $591K | Hold |
12,486
| – | – | 0.18% | 32 |
|
|
2025
Q1 | $521K | Buy |
12,486
+99
| +0.8% | +$4.13K | 0.18% | 31 |
|
|
2024
Q4 | $544K | Buy |
12,387
+190
| +2% | +$8.35K | 0.19% | 33 |
|
|
2024
Q3 | $484K | Hold |
12,197
| – | – | 0.17% | 35 |
|
|
2024
Q2 | $525K | Buy |
12,197
+456
| +4% | +$19.6K | 0.21% | 34 |
|
|
2024
Q1 | $445K | Buy |
11,741
+223
| +2% | +$8.46K | 0.18% | 36 |
|
|
2023
Q4 | $388K | Buy |
+11,518
| New | +$388K | 0.17% | 39 |
|
|
2023
Q2 | – | Sell |
-126
| Closed | -$3.6K | – | 191 |
|
|
2023
Q1 | $3.6K | Buy |
+126
| New | +$3.6K | ﹤0.01% | 165 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 167 |
|
|
2022
Q3 | – | Sell |
-181
| Closed | -$6K | – | 214 |
|
|
2022
Q2 | $6K | Buy |
+181
| New | +$6K | ﹤0.01% | 131 |
|
|
2022
Q1 | – | Sell |
-220
| Closed | -$10K | – | 151 |
|
|
2021
Q4 | $10K | Buy |
+220
| New | +$10K | 0.01% | 119 |
|