Pacific Wealth Strategies Group’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 | $357K | Buy |
7,551
+392
| +5% | +$18.5K | 0.23% | 42 |
|
|
2025
Q1 | $299K | Hold |
7,159
| – | – | 0.22% | 44 |
|
|
2024
Q4 | $315K | Buy |
+7,159
| New | +$315K | 0.22% | 43 |
|
|
2024
Q3 | – | Sell |
-25,944
| Closed | -$1.03M | – | 50 |
|
|
2024
Q2 | $1.03M | Buy |
25,944
+1,907
| +8% | +$75.8K | 0.85% | 30 |
|
|
2024
Q1 | $911K | Buy |
24,037
+2,750
| +13% | +$104K | 0.76% | 31 |
|
|
2023
Q4 | $717K | Buy |
21,287
+417
| +2% | +$14K | 0.68% | 32 |
|
|
2023
Q3 | $571K | Buy |
+20,870
| New | +$571K | 0.6% | 34 |
|
|
2020
Q1 | – | Sell |
-24,491
| Closed | -$863K | – | 77 |
|
|
2019
Q4 | $863K | Buy |
24,491
+473
| +2% | +$16.7K | 0.48% | 58 |
|
|
2019
Q3 | $701K | Buy |
24,018
+7,208
| +43% | +$210K | 0.43% | 64 |
|
|
2019
Q2 | $487K | Sell |
16,810
-132
| -0.8% | -$3.82K | 0.31% | 69 |
|
|
2019
Q1 | $467K | Buy |
16,942
+312
| +2% | +$8.6K | 0.3% | 69 |
|
|
2018
Q4 | $410K | Buy |
16,630
+131
| +0.8% | +$3.23K | 0.29% | 71 |
|
|
2018
Q3 | $486K | Buy |
16,499
+1,135
| +7% | +$33.4K | 0.31% | 72 |
|
|
2018
Q2 | $433K | Buy |
15,364
+1,218
| +9% | +$34.3K | 0.3% | 71 |
|
|
2018
Q1 | $424K | Sell |
14,146
-135
| -0.9% | -$4.05K | 0.3% | 71 |
|
|
2017
Q4 | $422K | Sell |
14,281
-378
| -3% | -$11.2K | 0.3% | 71 |
|
|
2017
Q3 | $371K | Buy |
14,659
+1,568
| +12% | +$39.7K | 0.29% | 66 |
|
|
2017
Q2 | $318K | Buy |
13,091
+289
| +2% | +$7.02K | 0.27% | 64 |
|
|
2017
Q1 | $302K | Buy |
12,802
+3,088
| +32% | +$72.8K | 0.26% | 67 |
|
|
2016
Q4 | $215K | Buy |
+9,714
| New | +$215K | 0.21% | 67 |
|