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Spectrum Wealth Counsel’s Bank of America BAC Stock Holding History

Spectrum Wealth Counsel’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.25K Hold
30
– – ﹤0.01% 310
2024
Q4 		$1.32K Hold
30
– – ﹤0.01% 316
2024
Q3 		$1.19K Sell
30
-3,331
-99% -$133K ﹤0.01% 353
2024
Q2 		$134K Buy
3,361
+659
+24% +$25.3K 0.02% 140
2024
Q1 		$102K Sell
2,702
-2,254
-45% -$77.4K 0.01% 169
2023
Q4 		$167K Buy
+4,956
New +$144K 0.02% 136

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Wealth Counsel's BAC Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Bank of America (BAC) position steady in Q1 2025 at 30 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Spectrum Wealth Counsel first reported a position in BAC in Q4 2023 and has held it in 6 quarters since. The position peaked at $167K in Q4 2023. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Spectrum Wealth Counsel held 30 shares of Bank of America worth $1.25K as of Q1 2025.
  • Spectrum Wealth Counsel left its Bank of America share count unchanged in Q1 2025.
  • Bank of America made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #310 holding.
  • Spectrum Wealth Counsel first reported a position in Bank of America in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Bank of America position peaked at $167K in Q4 2023.
  • 3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.