Simplicity Wealth’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 | $4.43M | Buy |
93,568
+29,992
| +47% | +$1.42M | 0.18% | 122 |
|
|
2025
Q1 | $2.65M | Buy |
63,576
+56,678
| +822% | +$2.37M | 0.21% | 120 |
|
|
2024
Q4 | $303K | Sell |
6,898
-25,143
| -78% | -$1.11M | 0.06% | 236 |
|
|
2024
Q3 | $1.27M | Sell |
32,041
-144,669
| -82% | -$5.74M | 0.12% | 158 |
|
|
2024
Q2 | $7.03M | Buy |
176,710
+14,887
| +9% | +$592K | 0.16% | 132 |
|
|
2024
Q1 | $6.14M | Buy |
161,823
+155,171
| +2,333% | +$5.88M | 0.15% | 142 |
|
|
2023
Q4 | $224K | Buy |
+6,652
| New | +$224K | 0.09% | 165 |
|