Mosaic Family Wealth Partners’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 | $1.83M | Sell |
38,739
-1,246
| -3% | -$59K | 0.23% | 49 |
|
|
2025
Q1 | $1.67M | Buy |
39,985
+2,531
| +7% | +$106K | 0.24% | 48 |
|
|
2024
Q4 | $1.65M | Buy |
37,454
+28
| +0.1% | +$1.23K | 0.24% | 48 |
|
|
2024
Q3 | $1.49M | Sell |
37,426
-49
| -0.1% | -$1.94K | 0.22% | 53 |
|
|
2024
Q2 | $1.49M | Sell |
37,475
-954
| -2% | -$37.9K | 0.24% | 51 |
|
|
2024
Q1 | $1.46M | Sell |
38,429
-695
| -2% | -$26.4K | 0.24% | 48 |
|
|
2023
Q4 | $1.32M | Buy |
39,124
+746
| +2% | +$25.1K | 0.23% | 49 |
|
|
2023
Q3 | $1.05M | Sell |
38,378
-95
| -0.2% | -$2.6K | 0.21% | 52 |
|
|
2023
Q2 | $1.1M | Sell |
38,473
-6
| -0% | -$172 | 0.22% | 52 |
|
|
2023
Q1 | $1.1M | Buy |
38,479
+8
| +0% | +$229 | 0.23% | 51 |
|
|
2022
Q4 | $1.27M | Buy |
+38,471
| New | +$1.27M | 0.36% | 46 |
|