Northwestern Mutual Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
621,236
-8,261
| -1% | -$391K | 0.02% | 321 |
|
|
2025
Q1 | $26.3M | Buy |
629,497
+9,793
| +2% | +$409K | 0.02% | 313 |
|
|
2024
Q4 | $27.2M | Buy |
619,704
+26,697
| +5% | +$1.17M | 0.02% | 295 |
|
|
2024
Q3 | $23.5M | Sell |
593,007
-53,354
| -8% | -$2.12M | 0.02% | 292 |
|
|
2024
Q2 | $25.7M | Buy |
646,361
+1,858
| +0.3% | +$73.9K | 0.03% | 280 |
|
|
2024
Q1 | $24.4M | Sell |
644,503
-36,746
| -5% | -$1.39M | 0.03% | 279 |
|
|
2023
Q4 | $22.9M | Sell |
681,249
-63,583
| -9% | -$2.14M | 0.03% | 273 |
|
|
2023
Q3 | $20.4M | Sell |
744,832
-47,071
| -6% | -$1.29M | 0.03% | 276 |
|
|
2023
Q2 | $22.7M | Sell |
791,903
-4,142
| -0.5% | -$119K | 0.03% | 266 |
|
|
2023
Q1 | $22.8M | Sell |
796,045
-685,178
| -46% | -$19.6M | 0.03% | 244 |
|
|
2022
Q4 | $49.1M | Sell |
1,481,223
-142,874
| -9% | -$4.73M | 0.07% | 142 |
|
|
2022
Q3 | $49M | Buy |
1,624,097
+92,057
| +6% | +$2.78M | 0.09% | 121 |
|
|
2022
Q2 | $47.7M | Buy |
1,532,040
+30,881
| +2% | +$961K | 0.08% | 121 |
|
|
2022
Q1 | $61.9M | Buy |
1,501,159
+144,718
| +11% | +$5.97M | 0.1% | 103 |
|
|
2021
Q4 | $60.3M | Buy |
1,356,441
+55,923
| +4% | +$2.49M | 0.1% | 105 |
|
|
2021
Q3 | $55.2M | Buy |
1,300,518
+53,697
| +4% | +$2.28M | 0.1% | 102 |
|
|
2021
Q2 | $51.4M | Buy |
1,246,821
+89,518
| +8% | +$3.69M | 0.1% | 105 |
|
|
2021
Q1 | $44.8M | Buy |
1,157,303
+82,741
| +8% | +$3.2M | 0.1% | 101 |
|
|
2020
Q4 | $32.6M | Buy |
1,074,562
+209,464
| +24% | +$6.35M | 0.08% | 116 |
|
|
2020
Q3 | $20.8M | Sell |
865,098
-9,110
| -1% | -$219K | 0.06% | 137 |
|
|
2020
Q2 | $20.8M | Buy |
874,208
+124,318
| +17% | +$2.95M | 0.06% | 125 |
|
|
2020
Q1 | $15.9M | Buy |
749,890
+368,621
| +97% | +$7.83M | 0.06% | 133 |
|
|
2019
Q4 | $13.4M | Buy |
381,269
+6,528
| +2% | +$230K | 0.05% | 165 |
|
|
2019
Q3 | $10.9M | Sell |
374,741
-22,474
| -6% | -$656K | 0.04% | 173 |
|
|
2019
Q2 | $11.5M | Sell |
397,215
-5,264
| -1% | -$153K | 0.05% | 162 |
|
|
2019
Q1 | $11.1M | Buy |
402,479
+35,681
| +10% | +$985K | 0.05% | 169 |
|
|
2018
Q4 | $9.04M | Buy |
366,798
+23,868
| +7% | +$588K | 0.05% | 175 |
|
|
2018
Q3 | $10.1M | Buy |
342,930
+1,820
| +0.5% | +$53.6K | 0.05% | 169 |
|
|
2018
Q2 | $9.62M | Buy |
341,110
+25,093
| +8% | +$707K | 0.05% | 169 |
|
|
2018
Q1 | $9.48M | Buy |
316,017
+11,079
| +4% | +$332K | 0.06% | 163 |
|
|
2017
Q4 | $9M | Buy |
304,938
+4,997
| +2% | +$148K | 0.06% | 160 |
|
|
2017
Q3 | $7.6M | Sell |
299,941
-11,172
| -4% | -$283K | 0.05% | 161 |
|
|
2017
Q2 | $7.55M | Buy |
311,113
+34,413
| +12% | +$835K | 0.06% | 157 |
|
|
2017
Q1 | $6.53M | Buy |
276,700
+6,399
| +2% | +$151K | 0.06% | 155 |
|
|
2016
Q4 | $5.97M | Buy |
270,301
+257,530
| +2,017% | +$5.69M | 0.06% | 161 |
|
|
2016
Q3 | $200K | Sell |
12,771
-252,588
| -95% | -$3.96M | 0.01% | 178 |
|
|
2016
Q2 | $3.52M | Buy |
265,359
+3,904
| +1% | +$51.8K | 0.05% | 191 |
|
|
2016
Q1 | $3.54M | Sell |
261,455
-14,027
| -5% | -$190K | 0.06% | 175 |
|
|
2015
Q4 | $4.64M | Sell |
275,482
-2,651
| -1% | -$44.6K | 0.09% | 157 |
|
|
2015
Q3 | $4.33M | Buy |
278,133
+46,087
| +20% | +$718K | 0.1% | 153 |
|
|
2015
Q2 | $3.95M | Buy |
232,046
+31,936
| +16% | +$543K | 0.1% | 150 |
|
|
2015
Q1 | $3.08M | Buy |
200,110
+4,348
| +2% | +$66.9K | 0.09% | 164 |
|
|
2014
Q4 | $3.5M | Buy |
195,762
+12,280
| +7% | +$220K | 0.11% | 149 |
|
|
2014
Q3 | $3.13M | Buy |
183,482
+19,272
| +12% | +$329K | 0.11% | 149 |
|
|
2014
Q2 | $2.52M | Sell |
164,210
-16,599
| -9% | -$255K | 0.1% | 150 |
|
|
2014
Q1 | $3.11M | Buy |
180,809
+4,043
| +2% | +$69.5K | 0.13% | 131 |
|
|
2013
Q4 | $2.75M | Buy |
176,766
+25,566
| +17% | +$398K | 0.13% | 133 |
|
|
2013
Q3 | $2.09M | Sell |
151,200
-19,259
| -11% | -$266K | 0.11% | 141 |
|
|
2013
Q2 | $2.19M | Buy |
+170,459
| New | +$2.19M | 0.13% | 128 |
|