Precedent Wealth Partners’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 | $2.18M | Buy |
46,166
+6,004
| +15% | +$284K | 0.54% | 54 |
|
|
2025
Q1 | $1.68M | Buy |
40,162
+5,898
| +17% | +$246K | 0.47% | 60 |
|
|
2024
Q4 | $1.51M | Buy |
34,264
+400
| +1% | +$17.6K | 0.49% | 57 |
|
|
2024
Q3 | $1.34M | Buy |
33,864
+5,222
| +18% | +$207K | 0.44% | 62 |
|
|
2024
Q2 | $1.14M | Buy |
28,642
+1,585
| +6% | +$63K | 0.46% | 59 |
|
|
2024
Q1 | $1.03M | Buy |
27,057
+2,653
| +11% | +$101K | 0.44% | 60 |
|
|
2023
Q4 | $822K | Buy |
+24,404
| New | +$822K | 0.42% | 65 |
|