True Wealth Design’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 | $28K | Sell |
591
-2,288
| -79% | -$108K | 0.01% | 313 |
|
|
2025
Q1 | $120K | Buy |
2,879
+295
| +11% | +$12.3K | 0.05% | 69 |
|
|
2024
Q4 | $114K | Buy |
2,584
+117
| +5% | +$5.14K | 0.04% | 64 |
|
|
2024
Q3 | $97.9K | Buy |
2,467
+2,167
| +722% | +$86K | 0.04% | 61 |
|
|
2024
Q2 | $11.9K | Buy |
+300
| New | +$11.9K | ﹤0.01% | 236 |
|
|
2023
Q2 | – | Sell |
-44
| Closed | -$1.26K | – | 792 |
|
|
2023
Q1 | $1.26K | Buy |
+44
| New | +$1.26K | ﹤0.01% | 380 |
|