Premier Path 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 | $2.19M | Buy |
46,313
+3,182
| +7% | +$151K | 0.31% | 75 |
|
|
2025
Q1 | $1.8M | Sell |
43,131
-1,500
| -3% | -$62.6K | 0.28% | 85 |
|
|
2024
Q4 | $1.96M | Buy |
44,631
+451
| +1% | +$19.8K | 0.3% | 79 |
|
|
2024
Q3 | $1.75M | Sell |
44,180
-151
| -0.3% | -$5.99K | 0.28% | 89 |
|
|
2024
Q2 | $1.76M | Buy |
44,331
+2,255
| +5% | +$89.7K | 0.3% | 81 |
|
|
2024
Q1 | $1.6M | Buy |
42,076
+2,274
| +6% | +$86.2K | 0.3% | 88 |
|
|
2023
Q4 | $1.34M | Buy |
+39,802
| New | +$1.34M | 0.3% | 82 |
|