Physician 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
Q2 | $351K | Buy |
7,414
+448
| +6% | +$21.2K | 0.06% | 129 |
|
|
2025
Q1 | $291K | Hold |
6,966
| – | – | 0.05% | 140 |
|
|
2024
Q4 | $306K | Sell |
6,966
-604
| -8% | -$26.5K | 0.05% | 134 |
|
|
2024
Q3 | $319K | Buy |
7,570
+604
| +9% | +$25.5K | 0.06% | 128 |
|
|
2024
Q2 | $307K | Buy |
6,966
+531
| +8% | +$23.4K | 0.06% | 123 |
|
|
2024
Q1 | $223K | Sell |
6,435
-908
| -12% | -$31.5K | 0.05% | 152 |
|
|
2023
Q4 | $239K | Buy |
+7,343
| New | +$239K | 0.05% | 140 |
|
|
2022
Q2 | – | Sell |
-5,711
| Closed | -$221K | – | 150 |
|
|
2022
Q1 | $221K | Hold |
5,711
| – | – | 0.06% | 143 |
|
|
2021
Q4 | $281K | Hold |
5,711
| – | – | 0.07% | 132 |
|
|
2021
Q3 | $265K | Hold |
5,711
| – | – | 0.07% | 130 |
|
|
2021
Q2 | $217K | Hold |
5,711
| – | – | 0.06% | 142 |
|
|
2021
Q1 | $227K | Buy |
+5,711
| New | +$227K | 0.07% | 130 |
|