Private Wealth Management Group’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 | $307K | Sell |
6,484
-17
| -0.3% | -$804 | 0.1% | 67 |
|
|
2025
Q1 | $271K | Buy |
6,501
+801
| +14% | +$33.4K | 0.1% | 67 |
|
|
2024
Q4 | $251K | Sell |
5,700
-2
| -0% | -$88 | 0.1% | 72 |
|
|
2024
Q3 | $226K | Sell |
5,702
-2
| -0% | -$79 | 0.09% | 70 |
|
|
2024
Q2 | $227K | Sell |
5,704
-175
| -3% | -$6.96K | 0.1% | 70 |
|
|
2024
Q1 | $223K | Sell |
5,879
-400
| -6% | -$15.2K | 0.1% | 64 |
|
|
2023
Q4 | $211K | Buy |
+6,279
| New | +$211K | 0.1% | 61 |
|