Smallwood Wealth Investment 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
Q1 | $82.5K | Buy |
+1,977
| New | +$82.5K | 0.05% | 126 |
|
|
2024
Q2 | – | Sell |
-7,386
| Closed | -$280K | – | 68 |
|
|
2024
Q1 | $280K | Hold |
7,386
| – | – | 0.22% | 58 |
|
|
2023
Q4 | $249K | Buy |
+7,386
| New | +$249K | 0.21% | 59 |
|
|
2023
Q3 | – | Sell |
-6,986
| Closed | -$200K | – | 63 |
|
|
2023
Q2 | $200K | Buy |
+6,986
| New | +$200K | 0.18% | 61 |
|
|
2023
Q1 | – | Sell |
-9,086
| Closed | -$301K | – | 61 |
|
|
2022
Q4 | $301K | Buy |
9,086
+100
| +1% | +$3.31K | 0.25% | 58 |
|
|
2022
Q3 | $271K | Hold |
8,986
| – | – | 0.24% | 60 |
|
|
2022
Q2 | $280K | Buy |
8,986
+2,000
| +29% | +$62.3K | 0.28% | 52 |
|
|
2022
Q1 | $288K | Buy |
6,986
+219
| +3% | +$9.03K | 0.27% | 45 |
|
|
2021
Q4 | $301K | Buy |
+6,767
| New | +$301K | 0.28% | 45 |
|