Triad Wealth Partners’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 | $552K | Sell |
11,669
-19,671
| -63% | -$931K | 0.11% | 139 |
|
|
2025
Q1 | $1.31M | Buy |
31,340
+20,729
| +195% | +$865K | 0.41% | 43 |
|
|
2024
Q4 | $466K | Buy |
+10,611
| New | +$466K | 0.17% | 96 |
|
|
2024
Q3 | – | Sell |
-6,436
| Closed | -$256K | – | 125 |
|
|
2024
Q2 | $256K | Buy |
6,436
+507
| +9% | +$20.2K | 0.13% | 75 |
|
|
2024
Q1 | $225K | Buy |
+5,929
| New | +$225K | 0.17% | 53 |
|