Total Clarity Wealth 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
Q2 | $211K | Buy |
+4,457
| New | +$211K | 0.06% | 268 |
|
|
2024
Q3 | – | Sell |
-11,858
| Closed | -$472K | – | 259 |
|
|
2024
Q2 | $472K | Sell |
11,858
-2,520
| -18% | -$100K | 0.16% | 142 |
|
|
2024
Q1 | $545K | Sell |
14,378
-575
| -4% | -$21.8K | 0.19% | 139 |
|
|
2023
Q4 | $503K | Buy |
14,953
+870
| +6% | +$29.3K | 0.21% | 126 |
|
|
2023
Q3 | $386K | Buy |
14,083
+2,927
| +26% | +$80.1K | 0.19% | 136 |
|
|
2023
Q2 | $320K | Buy |
+11,156
| New | +$320K | 0.16% | 145 |
|
|
2022
Q3 | – | Sell |
-1,100
| Closed | -$34K | – | 281 |
|
|
2022
Q2 | $34K | Buy |
+1,100
| New | +$34K | 0.02% | 472 |
|