Pursue 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 | $901K | Hold |
19,031
| – | – | 0.51% | 49 |
|
|
2025
Q1 | $794K | Hold |
19,031
| – | – | 0.48% | 52 |
|
|
2024
Q4 | $836K | Hold |
19,031
| – | – | 0.48% | 51 |
|
|
2024
Q3 | $755K | Hold |
19,031
| – | – | 0.41% | 47 |
|
|
2024
Q2 | $757K | Buy |
19,031
+1,475
| +8% | +$58.7K | 0.41% | 49 |
|
|
2024
Q1 | $666K | Sell |
17,556
-11,954
| -41% | -$453K | 0.39% | 50 |
|
|
2023
Q4 | $994K | Buy |
29,510
+5,673
| +24% | +$191K | 0.64% | 40 |
|
|
2023
Q3 | $653K | Sell |
23,837
-3,094
| -11% | -$84.7K | 0.46% | 49 |
|
|
2023
Q2 | $773K | Sell |
26,931
-37,028
| -58% | -$1.06M | 0.48% | 50 |
|
|
2023
Q1 | $1.83M | Sell |
63,959
-22,495
| -26% | -$643K | 1.25% | 30 |
|
|
2022
Q4 | $2.86M | Sell |
86,454
-5,782
| -6% | -$192K | 2.21% | 11 |
|
|
2022
Q3 | $2.79M | Sell |
92,236
-33,953
| -27% | -$1.03M | 2% | 14 |
|
|
2022
Q2 | $3.93M | Sell |
126,189
-24,113
| -16% | -$751K | 2.5% | 8 |
|
|
2022
Q1 | $5.92M | Buy |
150,302
+21,148
| +16% | +$833K | 2.45% | 11 |
|
|
2021
Q4 | $5.75M | Buy |
+129,154
| New | +$5.75M | 2.22% | 12 |
|