Nicolet Advisory Services’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 | $1.58M | Buy |
34,568
+2,982
| +9% | +$136K | 0.13% | 86 |
|
|
2025
Q1 | $1.13M | Sell |
31,586
-398
| -1% | -$14.3K | 0.11% | 94 |
|
|
2024
Q4 | $1.44M | Buy |
31,984
+1,202
| +4% | +$54.2K | 0.13% | 81 |
|
|
2024
Q3 | $1.21M | Buy |
30,782
+1,359
| +5% | +$53.3K | 0.11% | 97 |
|
|
2024
Q2 | $1.23M | Buy |
29,423
+4,611
| +19% | +$192K | 0.12% | 87 |
|
|
2024
Q1 | $936K | Buy |
24,812
+4,990
| +25% | +$188K | 0.1% | 104 |
|
|
2023
Q4 | $682K | Sell |
19,822
-2,273
| -10% | -$78.3K | 0.07% | 131 |
|
|
2023
Q3 | $573K | Sell |
22,095
-14,286
| -39% | -$371K | 0.06% | 146 |
|
|
2023
Q2 | $1.03M | Sell |
36,381
-627
| -2% | -$17.7K | 0.11% | 94 |
|
|
2023
Q1 | $1.03M | Buy |
37,008
+8,726
| +31% | +$243K | 0.12% | 91 |
|
|
2022
Q4 | $972K | Buy |
28,282
+7,320
| +35% | +$252K | 0.13% | 78 |
|
|
2022
Q3 | $643K | Buy |
20,962
+154
| +0.7% | +$4.72K | 0.1% | 83 |
|
|
2022
Q2 | $663K | Sell |
20,808
-2,469
| -11% | -$78.7K | 0.1% | 84 |
|
|
2022
Q1 | $923K | Buy |
23,277
+135
| +0.6% | +$5.35K | 0.12% | 71 |
|
|
2021
Q4 | $1.03M | Buy |
23,142
+965
| +4% | +$43K | 0.13% | 65 |
|
|
2021
Q3 | $941K | Sell |
22,177
-150
| -0.7% | -$6.37K | 0.12% | 70 |
|
|
2021
Q2 | $921K | Sell |
22,327
-500
| -2% | -$20.6K | 0.12% | 70 |
|
|
2021
Q1 | $883K | Buy |
22,827
+2,546
| +13% | +$98.5K | 0.12% | 67 |
|
|
2020
Q4 | $615K | Buy |
20,281
+386
| +2% | +$11.7K | 0.09% | 85 |
|
|
2020
Q3 | $479K | Sell |
19,895
-975
| -5% | -$23.5K | 0.07% | 96 |
|
|
2020
Q2 | $496K | Sell |
20,870
-760
| -4% | -$18.1K | 0.08% | 113 |
|
|
2020
Q1 | $459K | Buy |
21,630
+426
| +2% | +$9.04K | 0.08% | 115 |
|
|
2019
Q4 | $747K | Buy |
21,204
+65
| +0.3% | +$2.29K | 0.12% | 76 |
|
|
2019
Q3 | $617K | Sell |
21,139
-62
| -0.3% | -$1.81K | 0.09% | 81 |
|
|
2019
Q2 | $615K | Sell |
21,201
-133
| -0.6% | -$3.86K | 0.09% | 74 |
|
|
2019
Q1 | $589K | Buy |
+21,334
| New | +$589K | 0.1% | 74 |
|