Schrum Private 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 | $564K | Buy |
11,923
+13
| +0.1% | +$615 | 0.45% | 58 |
|
|
2025
Q1 | $497K | Sell |
11,910
-236
| -2% | -$9.85K | 0.44% | 59 |
|
|
2024
Q4 | $534K | Sell |
12,146
-11,622
| -49% | -$511K | 0.45% | 58 |
|
|
2024
Q3 | $943K | Buy |
23,768
+11,649
| +96% | +$462K | 0.49% | 52 |
|
|
2024
Q2 | $482K | Buy |
12,119
+26
| +0.2% | +$1.03K | 0.43% | 59 |
|
|
2024
Q1 | $459K | Buy |
12,093
+265
| +2% | +$10K | 0.42% | 63 |
|
|
2023
Q4 | $398K | Buy |
11,828
+1,685
| +17% | +$56.7K | 0.57% | 51 |
|
|
2023
Q3 | $278K | Buy |
10,143
+16
| +0.2% | +$438 | 0.32% | 82 |
|
|
2023
Q2 | $291K | Sell |
10,127
-332
| -3% | -$9.53K | 0.31% | 83 |
|
|
2023
Q1 | $299K | Buy |
10,459
+14
| +0.1% | +$400 | 0.35% | 79 |
|
|
2022
Q4 | $346K | Buy |
10,445
+14
| +0.1% | +$464 | 0.41% | 68 |
|
|
2022
Q3 | $315K | Sell |
10,431
-9
| -0.1% | -$272 | 0.4% | 73 |
|
|
2022
Q2 | $325K | Buy |
10,440
+13
| +0.1% | +$405 | 0.37% | 78 |
|
|
2022
Q1 | $380K | Buy |
10,427
+19
| +0.2% | +$692 | 0.38% | 75 |
|
|
2021
Q4 | $462K | Buy |
+10,408
| New | +$462K | 0.42% | 68 |
|