Tempus Wealth Planning’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 | $1.51M | Buy |
31,985
+594
| +2% | +$28.1K | 0.38% | 71 |
|
|
2025
Q1 | $1.31M | Buy |
31,391
+51
| +0.2% | +$2.13K | 0.39% | 74 |
|
|
2024
Q4 | $1.38M | Sell |
31,340
-392
| -1% | -$17.2K | 0.42% | 67 |
|
|
2024
Q3 | $1.26M | Buy |
31,732
+13
| +0% | +$516 | 0.46% | 59 |
|
|
2024
Q2 | $1.26M | Buy |
31,719
+1,563
| +5% | +$62.2K | 0.53% | 50 |
|
|
2024
Q1 | $1.14M | Sell |
30,156
-33
| -0.1% | -$1.25K | 0.5% | 51 |
|
|
2023
Q4 | $1.02M | Sell |
30,189
-467
| -2% | -$15.7K | 0.45% | 65 |
|
|
2023
Q3 | $839K | Sell |
30,656
-24,872
| -45% | -$681K | 0.42% | 60 |
|
|
2023
Q2 | $1.59M | Sell |
55,528
-16
| -0% | -$459 | 0.72% | 41 |
|
|
2023
Q1 | $1.59M | Sell |
55,544
-45
| -0.1% | -$1.29K | 0.78% | 28 |
|
|
2022
Q4 | $1.84M | Buy |
55,589
+332
| +0.6% | +$11K | 1.12% | 21 |
|
|
2022
Q3 | $1.67M | Buy |
55,257
+17,433
| +46% | +$527K | 1.11% | 21 |
|
|
2022
Q2 | $1.18M | Buy |
37,824
+1,830
| +5% | +$56.9K | 0.97% | 23 |
|
|
2022
Q1 | $1.48M | Sell |
35,994
-546
| -1% | -$22.5K | 1.06% | 24 |
|
|
2021
Q4 | $1.63M | Hold |
36,540
| – | – | 0.88% | 32 |
|
|
2021
Q3 | $1.55M | Buy |
36,540
+938
| +3% | +$39.8K | 0.88% | 30 |
|
|
2021
Q2 | $1.47M | Buy |
35,602
+9,545
| +37% | +$394K | 0.97% | 26 |
|
|
2021
Q1 | $1.01M | Buy |
26,057
+21
| +0.1% | +$812 | 1.07% | 25 |
|
|
2020
Q4 | $789K | Sell |
26,036
-14
| -0.1% | -$424 | 1.02% | 22 |
|
|
2020
Q3 | $628K | Sell |
26,050
-4,371
| -14% | -$105K | 0.91% | 21 |
|
|
2020
Q2 | $722K | Buy |
30,421
+34
| +0.1% | +$807 | 1.08% | 16 |
|
|
2020
Q1 | $645K | Sell |
30,387
-473
| -2% | -$10K | 1.06% | 16 |
|
|
2019
Q4 | $1.09M | Buy |
+30,860
| New | +$1.09M | 0.96% | 16 |
|