RWA Wealth Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.1M | Buy |
166,239
+7,351
| +5% | +$379K | 0.09% | 121 |
|
|
2025
Q4 | $8.74M | Buy |
158,888
+7,337
| +5% | +$388K | 0.1% | 118 |
|
|
2025
Q3 | $7.82M | Sell |
151,551
-1,285
| -0.8% | -$62.7K | 0.09% | 132 |
|
|
2025
Q2 | $7.23M | Buy |
152,836
+23,131
| +18% | +$973K | 0.09% | 126 |
|
|
2025
Q1 | $5.41M | Sell |
129,705
-9,306
| -7% | -$415K | 0.07% | 143 |
|
|
2024
Q4 | $6.11M | Buy |
139,011
+13,214
| +11% | +$581K | 0.08% | 140 |
|
|
2024
Q3 | $4.99M | Buy |
125,797
+13,629
| +12% | +$546K | 0.06% | 153 |
|
|
2024
Q2 | $4.46M | Sell |
112,168
-489
| -0.4% | -$18.7K | 0.06% | 154 |
|
|
2024
Q1 | $4.27M | Sell |
112,657
-3,595
| -3% | -$123K | 0.06% | 160 |
|
|
2023
Q4 | $3.91M | Buy |
116,252
+35,228
| +43% | +$1.03M | 0.06% | 153 |
|
|
2023
Q3 | $2.22M | Sell |
81,024
-165,331
| -67% | -$4.89M | 0.05% | 127 |
|
|
2023
Q2 | $7.07M | Buy |
246,355
+26,010
| +12% | +$742K | 0.15% | 62 |
|
|
2023
Q1 | $6.3M | Buy |
220,345
+4,864
| +2% | +$161K | 0.15% | 63 |
|
|
2022
Q4 | $7.41M | Buy |
215,481
+7,683
| +4% | +$265K | 0.18% | 55 |
|
|
2022
Q3 | $6.28M | Buy |
207,798
+6,148
| +3% | +$206K | 0.44% | 48 |
|
|
2022
Q2 | $6.28M | Buy |
201,650
+9,060
| +5% | +$326K | 0.42% | 50 |
|
|
2022
Q1 | $7.94M | Buy |
192,590
+4,388
| +2% | +$198K | 0.51% | 50 |
|
|
2021
Q4 | $8.37M | Buy |
188,202
+4,225
| +2% | +$192K | 0.56% | 51 |
|
|
2021
Q3 | $7.81M | Buy |
183,977
+2,830
| +2% | +$114K | 0.58% | 48 |
|
|
2021
Q2 | $7.47M | Sell |
181,147
-112,349
| -38% | -$4.61M | 0.56% | 51 |
|
|
2021
Q1 | $11.4M | Buy |
293,496
+43,318
| +17% | +$1.49M | 0.92% | 28 |
|
|
2020
Q4 | $7.58M | Buy |
250,178
+28,229
| +13% | +$757K | 0.67% | 32 |
|
|
2020
Q3 | $5.35M | Buy |
221,949
+13,578
| +7% | +$338K | 0.56% | 49 |
|
|
2020
Q2 | $4.95M | Buy |
208,371
+14,907
| +8% | +$352K | 0.61% | 47 |
|
|
2020
Q1 | $4.11M | Sell |
193,464
-17,434
| -8% | -$523K | 0.58% | 45 |
|
|
2019
Q4 | $7.43M | Sell |
210,898
-45,159
| -18% | -$1.46M | 0.74% | 32 |
|
|
2019
Q3 | $7.47M | Buy |
256,057
+805
| +0.3% | +$23.1K | 0.79% | 32 |
|
|
2019
Q2 | $7.4M | Sell |
255,252
-466
| -0.2% | -$13.4K | 0.79% | 33 |
|
|
2019
Q1 | $7.05M | Buy |
255,718
+1,847
| +0.7% | +$52.2K | 0.81% | 31 |
|
|
2018
Q4 | $6.25M | Buy |
253,871
+11,437
| +5% | +$310K | 0.82% | 30 |
|
|
2018
Q3 | $7.14M | Buy |
242,434
+542
| +0.2% | +$16.5K | 0.8% | 30 |
|
|
2018
Q2 | $6.82M | Buy |
241,892
+5,225
| +2% | +$156K | 0.76% | 33 |
|
|
2018
Q1 | $7.1M | Sell |
236,667
-57,228
| -19% | -$1.8M | 0.91% | 24 |
|
|
2017
Q4 | $8.68M | Buy |
293,895
+11,345
| +4% | +$313K | 0.98% | 19 |
|
|
2017
Q3 | $7.16M | Buy |
282,550
+22,767
| +9% | +$552K | 0.81% | 26 |
|
|
2017
Q2 | $6.3M | Buy |
259,783
+9,646
| +4% | +$225K | 0.77% | 34 |
|
|
2017
Q1 | $5.9M | Buy |
+250,137
| New | +$5.94M | 0.77% | 35 |
|
Other funds holding BAC
VCM
VPM
