SSWM
Sheets Smith 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 | $625K | Sell |
13,216
-106
| -0.8% | -$5.02K | 0.07% | 246 |
|
|
2025
Q1 | $556K | Sell |
13,322
-745
| -5% | -$31.1K | 0.07% | 238 |
|
|
2024
Q4 | $618K | Buy |
14,067
+124
| +0.9% | +$5.45K | 0.08% | 229 |
|
|
2024
Q3 | $553K | Sell |
13,943
-495
| -3% | -$19.6K | 0.07% | 237 |
|
|
2024
Q2 | $574K | Buy |
14,438
+9
| +0.1% | +$358 | 0.07% | 225 |
|
|
2024
Q1 | $547K | Buy |
14,429
+6
| +0% | +$228 | 0.06% | 230 |
|
|
2023
Q4 | $486K | Buy |
14,423
+6
| +0% | +$202 | 0.07% | 220 |
|
|
2023
Q3 | $395K | Buy |
14,417
+106
| +0.7% | +$2.9K | 0.06% | 235 |
|
|
2023
Q2 | $411K | Buy |
14,311
+729
| +5% | +$20.9K | 0.06% | 229 |
|
|
2023
Q1 | $388K | Buy |
13,582
+150
| +1% | +$4.29K | 0.06% | 230 |
|
|
2022
Q4 | $445K | Buy |
13,432
+110
| +0.8% | +$3.64K | 0.07% | 211 |
|
|
2022
Q3 | $402K | Sell |
13,322
-112
| -0.8% | -$3.38K | 0.07% | 211 |
|
|
2022
Q2 | $418K | Sell |
13,434
-2,140
| -14% | -$66.6K | 0.07% | 202 |
|
|
2022
Q1 | $642K | Buy |
15,574
+700
| +5% | +$28.9K | 0.09% | 179 |
|
|
2021
Q4 | $662K | Sell |
14,874
-8
| -0.1% | -$356 | 0.08% | 198 |
|
|
2021
Q3 | $632K | Sell |
14,882
-907
| -6% | -$38.5K | 0.09% | 191 |
|
|
2021
Q2 | $651K | Hold |
15,789
| – | – | 0.09% | 187 |
|
|
2021
Q1 | $611K | Buy |
15,789
+375
| +2% | +$14.5K | 0.09% | 179 |
|
|
2020
Q4 | $467K | Hold |
15,414
| – | – | 0.07% | 208 |
|
|
2020
Q3 | $371K | Hold |
15,414
| – | – | 0.06% | 216 |
|
|
2020
Q2 | $366K | Hold |
15,414
| – | – | 0.07% | 186 |
|
|
2020
Q1 | $327K | Sell |
15,414
-185
| -1% | -$3.93K | 0.07% | 197 |
|
|
2019
Q4 | $549K | Sell |
15,599
-250
| -2% | -$8.8K | 0.1% | 196 |
|
|
2019
Q3 | $462K | Sell |
15,849
-502
| -3% | -$14.6K | 0.1% | 202 |
|
|
2019
Q2 | $474K | Sell |
16,351
-1
| -0% | -$29 | 0.1% | 214 |
|
|
2019
Q1 | $451K | Sell |
16,352
-216
| -1% | -$5.96K | 0.1% | 215 |
|
|
2018
Q4 | $408K | Sell |
16,568
-90
| -0.5% | -$2.22K | 0.11% | 182 |
|
|
2018
Q3 | $491K | Sell |
16,658
-969
| -5% | -$28.6K | 0.1% | 218 |
|
|
2018
Q2 | $497K | Sell |
17,627
-47,449
| -73% | -$1.34M | 0.12% | 189 |
|
|
2018
Q1 | $1.95M | Sell |
65,076
-21
| -0% | -$630 | 0.47% | 58 |
|
|
2017
Q4 | $1.92M | Buy |
65,097
+14,225
| +28% | +$420K | 0.45% | 61 |
|
|
2017
Q3 | $1.29M | Buy |
50,872
+10,928
| +27% | +$277K | 0.33% | 84 |
|
|
2017
Q2 | $969K | Sell |
39,944
-639
| -2% | -$15.5K | 0.26% | 110 |
|
|
2017
Q1 | $957K | Buy |
40,583
+23,499
| +138% | +$554K | 0.25% | 114 |
|
|
2016
Q4 | $378K | Hold |
17,084
| – | – | 0.11% | 202 |
|
|
2016
Q3 | $267K | Buy |
17,084
+1,692
| +11% | +$26.4K | 0.08% | 224 |
|
|
2016
Q2 | $204K | Sell |
15,392
-119
| -0.8% | -$1.58K | 0.06% | 241 |
|
|
2016
Q1 | $210K | Sell |
15,511
-248
| -2% | -$3.36K | 0.06% | 217 |
|
|
2015
Q4 | $265K | Buy |
15,759
+52
| +0.3% | +$874 | 0.08% | 194 |
|
|
2015
Q3 | $245K | Sell |
15,707
-2,481
| -14% | -$38.7K | 0.08% | 181 |
|
|
2015
Q2 | $310K | Buy |
18,188
+884
| +5% | +$15.1K | 0.08% | 184 |
|
|
2015
Q1 | $266K | Sell |
17,304
-371
| -2% | -$5.7K | 0.07% | 199 |
|
|
2014
Q4 | $316K | Buy |
17,675
+8
| +0% | +$143 | 0.08% | 192 |
|
|
2014
Q3 | $301K | Buy |
17,667
+394
| +2% | +$6.71K | 0.08% | 193 |
|
|
2014
Q2 | $265K | Sell |
17,273
-1,353
| -7% | -$20.8K | 0.07% | 211 |
|
|
2014
Q1 | $320K | Sell |
18,626
-142
| -0.8% | -$2.44K | 0.09% | 195 |
|
|
2013
Q4 | $292K | Buy |
18,768
+1
| +0% | +$16 | 0.08% | 213 |
|
|
2013
Q3 | $259K | Sell |
18,767
-150
| -0.8% | -$2.07K | 0.08% | 208 |
|
|
2013
Q2 | $243K | Buy |
+18,917
| New | +$243K | 0.08% | 204 |
|