Private Wealth Advisors (California)’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 | $747K | Buy |
15,793
+18
| +0.1% | +$852 | 0.27% | 58 |
|
|
2025
Q1 | $658K | Buy |
15,775
+22
| +0.1% | +$918 | 0.24% | 56 |
|
|
2024
Q4 | $692K | Buy |
15,753
+20
| +0.1% | +$879 | 0.27% | 51 |
|
|
2024
Q3 | $617K | Sell |
15,733
-202
| -1% | -$7.92K | 0.24% | 55 |
|
|
2024
Q2 | $638K | Buy |
15,935
+44
| +0.3% | +$1.76K | 0.25% | 52 |
|
|
2024
Q1 | $603K | Buy |
15,891
+25
| +0.2% | +$948 | 0.25% | 54 |
|
|
2023
Q4 | $534K | Hold |
15,866
| – | – | 0.21% | 49 |
|
|
2023
Q3 | $434K | Hold |
15,866
| – | – | 0.18% | 54 |
|
|
2023
Q2 | $455K | Sell |
15,866
-45
| -0.3% | -$1.29K | 0.19% | 55 |
|
|
2023
Q1 | $455K | Buy |
15,911
+9,036
| +131% | +$258K | 0.19% | 56 |
|
|
2022
Q4 | $228K | Sell |
6,875
-99
| -1% | -$3.28K | 0.08% | 66 |
|
|
2022
Q3 | $211K | Buy |
6,974
+6
| +0.1% | +$182 | 0.1% | 62 |
|
|
2022
Q2 | $250K | Buy |
6,968
+23
| +0.3% | +$825 | 0.09% | 64 |
|
|
2022
Q1 | $286K | Buy |
6,945
+17
| +0.2% | +$700 | 0.09% | 67 |
|
|
2021
Q4 | $308K | Sell |
6,928
-91
| -1% | -$4.05K | 0.07% | 67 |
|
|
2021
Q3 | $321K | Buy |
7,019
+17
| +0.2% | +$777 | 0.08% | 78 |
|
|
2021
Q2 | $289K | Sell |
7,002
-1,436
| -17% | -$59.3K | 0.09% | 75 |
|
|
2021
Q1 | $326K | Sell |
8,438
-1,377
| -14% | -$53.2K | 0.11% | 67 |
|
|
2020
Q4 | $328K | Buy |
9,815
+38
| +0.4% | +$1.27K | 0.11% | 57 |
|
|
2020
Q3 | $236K | Buy |
9,777
+57
| +0.6% | +$1.38K | 0.12% | 55 |
|
|
2020
Q2 | $231K | Sell |
9,720
-469
| -5% | -$11.1K | 0.16% | 45 |
|
|
2020
Q1 | $216K | Sell |
10,189
-1,795
| -15% | -$38.1K | 0.18% | 45 |
|
|
2019
Q4 | $422K | Sell |
11,984
-1,003
| -8% | -$35.3K | 0.24% | 59 |
|
|
2019
Q3 | $379K | Buy |
12,987
+675
| +5% | +$19.7K | 0.25% | 46 |
|
|
2019
Q2 | $340K | Hold |
12,312
| – | – | 0.23% | 46 |
|
|
2019
Q1 | $340K | Buy |
12,312
+497
| +4% | +$13.7K | 0.23% | 46 |
|
|
2018
Q4 | $291K | Buy |
+11,815
| New | +$291K | 0.24% | 45 |
|