Silvia McColl 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 | $772K | Sell |
16,317
-55
| -0.3% | -$2.6K | 0.56% | 43 |
|
2025
Q1 | $683K | Buy |
16,372
+55
| +0.3% | +$2.3K | 0.52% | 46 |
|
2024
Q4 | $717K | Sell |
16,317
-1
| -0% | -$44 | 0.54% | 45 |
|
2024
Q3 | $647K | Hold |
16,318
| – | – | 0.48% | 47 |
|
2024
Q2 | $649K | Hold |
16,318
| – | – | 0.54% | 42 |
|
2024
Q1 | $598K | Hold |
16,318
| – | – | 0.51% | 48 |
|
2023
Q4 | $549K | Sell |
16,318
-400
| -2% | -$13.5K | 0.49% | 46 |
|
2023
Q3 | $458K | Hold |
16,718
| – | – | 0.46% | 53 |
|
2023
Q2 | $480K | Sell |
16,718
-536
| -3% | -$15.4K | 0.45% | 56 |
|
2023
Q1 | $493K | Buy |
17,254
+56
| +0.3% | +$1.6K | 0.49% | 50 |
|
2022
Q4 | $570K | Buy |
+17,198
| New | +$570K | 0.56% | 43 |
|