Ruedi Wealth 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 | – | Sell |
-3,474
| Closed | -$145K | – | 86 |
|
|
2025
Q1 | $145K | Hold |
3,474
| – | – | 0.05% | 56 |
|
|
2024
Q4 | $153K | Hold |
3,474
| – | – | 0.05% | 54 |
|
|
2024
Q3 | $138K | Sell |
3,474
-201
| -5% | -$7.98K | 0.05% | 57 |
|
|
2024
Q2 | $146K | Buy |
3,675
+203
| +6% | +$8.07K | 0.06% | 55 |
|
|
2024
Q1 | $132K | Buy |
3,472
+391
| +13% | +$14.8K | 0.06% | 55 |
|
|
2023
Q4 | $104K | Buy |
3,081
+2
| +0.1% | +$67 | 0.05% | 58 |
|
|
2023
Q3 | $84.3K | Buy |
3,079
+102
| +3% | +$2.79K | 0.05% | 59 |
|
|
2023
Q2 | $85.4K | Buy |
2,977
+1
| +0% | +$29 | 0.05% | 56 |
|
|
2023
Q1 | $85.1K | Hold |
2,976
| – | – | 0.05% | 61 |
|
|
2022
Q4 | $98.6K | Buy |
+2,976
| New | +$98.6K | 0.07% | 49 |
|