RWM
Ritholtz Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4M | Buy |
198,553
+15,534
| +8% | +$735K | 0.21% | 52 |
|
|
2025
Q1 | $7.64M | Buy |
183,019
+2,487
| +1% | +$104K | 0.23% | 60 |
|
|
2024
Q4 | $7.93M | Buy |
180,532
+6,357
| +4% | +$279K | 0.23% | 53 |
|
|
2024
Q3 | $6.91M | Sell |
174,175
-16,093
| -8% | -$639K | 0.21% | 60 |
|
|
2024
Q2 | $7.57M | Buy |
190,268
+23,849
| +14% | +$948K | 0.25% | 46 |
|
|
2024
Q1 | $6.31M | Buy |
166,419
+10,106
| +6% | +$383K | 0.22% | 58 |
|
|
2023
Q4 | $5.26M | Buy |
156,313
+15,203
| +11% | +$512K | 0.2% | 58 |
|
|
2023
Q3 | $3.86M | Buy |
141,110
+15,009
| +12% | +$411K | 0.17% | 76 |
|
|
2023
Q2 | $3.62M | Buy |
126,101
+57,261
| +83% | +$1.64M | 0.16% | 80 |
|
|
2023
Q1 | $1.97M | Sell |
68,840
-23,989
| -26% | -$686K | 0.1% | 134 |
|
|
2022
Q4 | $3.07M | Sell |
92,829
-78,124
| -46% | -$2.59M | 0.17% | 90 |
|
|
2022
Q3 | $5.16M | Buy |
170,953
+85,558
| +100% | +$2.58M | 0.27% | 45 |
|
|
2022
Q2 | $2.66M | Buy |
85,395
+3,289
| +4% | +$102K | 0.17% | 71 |
|
|
2022
Q1 | $3.38M | Buy |
82,106
+1,878
| +2% | +$77.4K | 0.23% | 49 |
|
|
2021
Q4 | $3.57M | Buy |
80,228
+8,235
| +11% | +$366K | 0.22% | 50 |
|
|
2021
Q3 | $3.06M | Buy |
71,993
+5,542
| +8% | +$235K | 0.21% | 47 |
|
|
2021
Q2 | $2.74M | Buy |
66,451
+6,653
| +11% | +$274K | 0.2% | 53 |
|
|
2021
Q1 | $2.31M | Buy |
59,798
+19,674
| +49% | +$761K | 0.19% | 56 |
|
|
2020
Q4 | $1.22M | Buy |
40,124
+5,020
| +14% | +$152K | 0.12% | 75 |
|
|
2020
Q3 | $846K | Buy |
35,104
+2,820
| +9% | +$68K | 0.1% | 88 |
|
|
2020
Q2 | $767K | Buy |
32,284
+19,441
| +151% | +$462K | 0.1% | 83 |
|
|
2020
Q1 | $273K | Buy |
12,843
+1,126
| +10% | +$23.9K | 0.04% | 112 |
|
|
2019
Q4 | $413K | Buy |
11,717
+3,054
| +35% | +$108K | 0.06% | 97 |
|
|
2019
Q3 | $253K | Buy |
+8,663
| New | +$253K | 0.04% | 114 |
|
|
2019
Q1 | – | Sell |
-9,300
| Closed | -$229K | – | 132 |
|
|
2018
Q4 | $229K | Buy |
+9,300
| New | +$229K | 0.05% | 110 |
|