Moss Adams Wealth Advisors’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 | $1.05M | Sell |
22,243
-3,202
| -13% | -$152K | 0.1% | 70 |
|
|
2025
Q1 | $1.06M | Buy |
25,445
+1,591
| +7% | +$66.4K | 0.11% | 62 |
|
|
2024
Q4 | $1.05M | Buy |
23,854
+776
| +3% | +$34.1K | 0.11% | 58 |
|
|
2024
Q3 | $916K | Buy |
23,078
+5,913
| +34% | +$235K | 0.1% | 62 |
|
|
2024
Q2 | $683K | Buy |
17,165
+2,767
| +19% | +$110K | 0.09% | 63 |
|
|
2024
Q1 | $546K | Buy |
14,398
+3,238
| +29% | +$123K | 0.09% | 73 |
|
|
2023
Q4 | $376K | Buy |
11,160
+3,421
| +44% | +$115K | 0.08% | 67 |
|
|
2023
Q3 | $212K | Sell |
7,739
-35
| -0.5% | -$958 | 0.07% | 93 |
|
|
2023
Q2 | $223K | Sell |
7,774
-789
| -9% | -$22.6K | 0.07% | 84 |
|
|
2023
Q1 | $245K | Buy |
8,563
+404
| +5% | +$11.6K | 0.08% | 79 |
|
|
2022
Q4 | $270K | Buy |
+8,159
| New | +$270K | 0.14% | 79 |
|