Shelton 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 | $268K | Buy |
5,654
+3
| +0.1% | +$142 | 0.13% | 102 |
|
|
2025
Q1 | $236K | Buy |
5,651
+3
| +0.1% | +$125 | 0.13% | 106 |
|
|
2024
Q4 | $248K | Hold |
5,648
| – | – | 0.13% | 105 |
|
|
2024
Q3 | $224K | Hold |
5,648
| – | – | 0.12% | 104 |
|
|
2024
Q2 | $225K | Sell |
5,648
-1,835
| -25% | -$73K | 0.13% | 107 |
|
|
2024
Q1 | $284K | Sell |
7,483
-838
| -10% | -$31.8K | 0.18% | 106 |
|
|
2023
Q4 | $280K | Sell |
8,321
-2,989
| -26% | -$101K | 0.2% | 91 |
|
|
2023
Q3 | $310K | Sell |
11,310
-726
| -6% | -$19.9K | 0.25% | 44 |
|
|
2023
Q2 | $345K | Buy |
12,036
+773
| +7% | +$22.2K | 0.27% | 44 |
|
|
2023
Q1 | $322K | Buy |
11,263
+171
| +2% | +$4.89K | 0.26% | 44 |
|
|
2022
Q4 | $367K | Sell |
11,092
-114
| -1% | -$3.78K | 0.29% | 43 |
|
|
2022
Q3 | $338K | Buy |
11,206
+4
| +0% | +$121 | 0.3% | 42 |
|
|
2022
Q2 | $349K | Buy |
11,202
+871
| +8% | +$27.1K | 0.3% | 43 |
|
|
2022
Q1 | $426K | Sell |
10,331
-1
| -0% | -$41 | 0.34% | 41 |
|
|
2021
Q4 | $460K | Buy |
+10,332
| New | +$460K | 0.36% | 34 |
|