Richard W. Paul & Associates’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 | $656K | Sell |
13,870
-565
| -4% | -$26.7K | 0.24% | 98 |
|
|
2025
Q1 | $602K | Buy |
14,435
+5
| +0% | +$209 | 0.24% | 99 |
|
|
2024
Q4 | $634K | Sell |
14,430
-710
| -5% | -$31.2K | 0.23% | 109 |
|
|
2024
Q3 | $601K | Buy |
15,140
+194
| +1% | +$7.7K | 0.22% | 112 |
|
|
2024
Q2 | $594K | Sell |
14,946
-255
| -2% | -$10.1K | 0.23% | 109 |
|
|
2024
Q1 | $576K | Sell |
15,201
-12
| -0.1% | -$455 | 0.23% | 107 |
|
|
2023
Q4 | $512K | Sell |
15,213
-6,857
| -31% | -$231K | 0.22% | 111 |
|
|
2023
Q3 | $604K | Buy |
22,070
+1,343
| +6% | +$36.8K | 0.28% | 95 |
|
|
2023
Q2 | $595K | Sell |
20,727
-1,194
| -5% | -$34.3K | 0.26% | 102 |
|
|
2023
Q1 | $627K | Buy |
21,921
+647
| +3% | +$18.5K | 0.29% | 98 |
|
|
2022
Q4 | $705K | Buy |
+21,274
| New | +$705K | 0.35% | 77 |
|