Sweeney & Michel’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 | $1.49M | Sell |
31,945
-2,398
| -7% | -$112K | 0.53% | 34 |
|
|
2025
Q1 | $1.2M | Buy |
+34,343
| New | +$1.2M | 0.53% | 34 |
|
|
2024
Q3 | $1.46M | Buy |
34,560
+1,529
| +5% | +$64.7K | 0.58% | 32 |
|
|
2024
Q2 | $1.37M | Sell |
33,031
-2,510
| -7% | -$104K | 0.58% | 32 |
|
|
2024
Q1 | $1.37M | Buy |
+35,541
| New | +$1.37M | 0.61% | 30 |
|
|
2023
Q3 | $1.09M | Sell |
38,958
-880
| -2% | -$24.5K | 0.57% | 32 |
|
|
2023
Q2 | $1.25M | Buy |
39,838
+183
| +0.5% | +$5.72K | 0.64% | 26 |
|
|
2023
Q1 | $1.16M | Buy |
+39,655
| New | +$1.16M | 0.62% | 27 |
|