RW Investment 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 | $764K | Hold |
16,139
| – | – | 0.09% | 48 |
|
|
2025
Q1 | $673K | Sell |
16,139
-863
| -5% | -$36K | 0.08% | 48 |
|
|
2024
Q4 | $747K | Sell |
17,002
-2,194
| -11% | -$96.4K | 0.09% | 48 |
|
|
2024
Q3 | $762K | Sell |
19,196
-891
| -4% | -$35.4K | 0.09% | 47 |
|
|
2024
Q2 | $799K | Buy |
20,087
+364
| +2% | +$14.5K | 0.11% | 44 |
|
|
2024
Q1 | $748K | Sell |
19,723
-1,932
| -9% | -$73.3K | 0.1% | 46 |
|
|
2023
Q4 | $729K | Sell |
21,655
-1,455
| -6% | -$49K | 0.11% | 38 |
|
|
2023
Q3 | $633K | Sell |
23,110
-2,379
| -9% | -$65.1K | 0.11% | 41 |
|
|
2023
Q2 | $731K | Hold |
25,489
| – | – | 0.15% | 37 |
|
|
2023
Q1 | $729K | Hold |
25,489
| – | – | 0.2% | 36 |
|
|
2022
Q4 | $844K | Buy |
+25,489
| New | +$844K | 0.33% | 30 |
|