Processus Wealth & Capital Management’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 | $3.67M | Buy |
77,485
+21
| +0% | +$994 | 2.9% | 10 |
|
|
2025
Q1 | $3.23M | Buy |
77,464
+769
| +1% | +$32.1K | 2.75% | 12 |
|
|
2024
Q4 | $3.37M | Buy |
76,695
+258
| +0.3% | +$11.3K | 2.69% | 14 |
|
|
2024
Q3 | $3.03M | Sell |
76,437
-8,262
| -10% | -$328K | 2.5% | 16 |
|
|
2024
Q2 | $3.37M | Buy |
84,699
+545
| +0.6% | +$21.7K | 2.79% | 14 |
|
|
2024
Q1 | $3.19M | Buy |
84,154
+11,079
| +15% | +$420K | 2.83% | 13 |
|
|
2023
Q4 | $2.46M | Buy |
+73,075
| New | +$2.46M | 2.46% | 18 |
|