NewEdge 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 | $4.88M | Sell |
108,557
-7,503
| -6% | -$337K | 0.08% | 201 |
|
|
2025
Q1 | $4.84M | Buy |
116,060
+7,848
| +7% | +$327K | 0.09% | 193 |
|
|
2024
Q4 | $4.76M | Buy |
108,212
+11,655
| +12% | +$512K | 0.08% | 195 |
|
|
2024
Q3 | $3.83M | Buy |
96,557
+14,015
| +17% | +$556K | 0.07% | 239 |
|
|
2024
Q2 | $3.28M | Sell |
82,542
-10,402
| -11% | -$414K | 0.07% | 227 |
|
|
2024
Q1 | $3.43M | Buy |
92,944
+602
| +0.7% | +$22.2K | 0.08% | 217 |
|
|
2023
Q4 | $3.11M | Buy |
92,342
+11,510
| +14% | +$388K | 0.08% | 218 |
|
|
2023
Q3 | $2.21M | Buy |
80,832
+7,703
| +11% | +$211K | 0.07% | 238 |
|
|
2023
Q2 | $2.1M | Sell |
73,129
-2,972
| -4% | -$85.3K | 0.07% | 242 |
|
|
2023
Q1 | $2.18M | Buy |
76,101
+12,699
| +20% | +$363K | 0.08% | 208 |
|
|
2022
Q4 | $2.1M | Sell |
63,402
-38,048
| -38% | -$1.26M | 0.09% | 203 |
|
|
2022
Q3 | $3.06M | Buy |
101,450
+25,772
| +34% | +$778K | 0.14% | 137 |
|
|
2022
Q2 | $2.36M | Buy |
75,678
+59,181
| +359% | +$1.84M | 0.11% | 170 |
|
|
2022
Q1 | $680K | Buy |
16,497
+1,318
| +9% | +$54.3K | 0.03% | 266 |
|
|
2021
Q4 | $675K | Sell |
15,179
-8
| -0.1% | -$356 | 0.03% | 262 |
|
|
2021
Q3 | $645K | Buy |
15,187
+538
| +4% | +$22.8K | 0.04% | 205 |
|
|
2021
Q2 | $604K | Buy |
14,649
+7,047
| +93% | +$291K | 0.05% | 205 |
|
|
2021
Q1 | $294K | Buy |
+7,602
| New | +$294K | 0.03% | 254 |
|