Pacific Capital 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
Q1 | – | Sell |
-3,542
| Closed | -$156K | – | 116 |
|
|
2024
Q4 | $156K | Sell |
3,542
-443
| -11% | -$19.5K | 0.03% | 95 |
|
|
2024
Q3 | $158K | Sell |
3,985
-53
| -1% | -$2.1K | 0.03% | 89 |
|
|
2024
Q2 | $161K | Buy |
4,038
+880
| +28% | +$35K | 0.03% | 86 |
|
|
2024
Q1 | $120K | Sell |
3,158
-1,696
| -35% | -$64.3K | 0.03% | 90 |
|
|
2023
Q4 | $163K | Buy |
+4,854
| New | +$163K | 0.04% | 70 |
|
|
2020
Q4 | – | Sell |
-3,595
| Closed | -$87K | – | 79 |
|
|
2020
Q3 | $87K | Buy |
+3,595
| New | +$87K | 0.05% | 88 |
|