PFW 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
Q2 | $984K | Buy |
20,798
+2
| +0% | +$95 | 0.3% | 64 |
|
|
2025
Q1 | $868K | Hold |
20,796
| – | – | 0.27% | 69 |
|
|
2024
Q4 | $914K | Buy |
+20,796
| New | +$914K | 0.28% | 66 |
|
|
2024
Q2 | $843K | Sell |
21,196
-432
| -2% | -$17.2K | 0.27% | 70 |
|
|
2024
Q1 | $820K | Sell |
21,628
-231
| -1% | -$8.76K | 0.25% | 74 |
|
|
2023
Q4 | $736K | Buy |
21,859
+1,311
| +6% | +$44.1K | 0.24% | 77 |
|
|
2023
Q3 | $563K | Hold |
20,548
| – | – | 0.2% | 76 |
|
|
2023
Q2 | $643K | Buy |
+20,548
| New | +$643K | 0.21% | 73 |
|
|
2019
Q3 | $838K | Buy |
+21,113
| New | +$838K | 0.25% | 72 |
|