TrueWealth Advisors’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 | $426K | Sell |
8,999
-7
| -0.1% | -$331 | 0.13% | 141 |
|
|
2025
Q1 | $376K | Buy |
9,006
+290
| +3% | +$12.1K | 0.12% | 136 |
|
|
2024
Q4 | $383K | Sell |
8,716
-821
| -9% | -$36.1K | 0.13% | 146 |
|
|
2024
Q3 | $378K | Buy |
9,537
+229
| +2% | +$9.09K | 0.13% | 149 |
|
|
2024
Q2 | $370K | Buy |
9,308
+1,223
| +15% | +$48.6K | 0.14% | 122 |
|
|
2024
Q1 | $307K | Sell |
8,085
-1,044
| -11% | -$39.6K | 0.12% | 144 |
|
|
2023
Q4 | $307K | Sell |
9,129
-115
| -1% | -$3.87K | 0.12% | 140 |
|
|
2023
Q3 | $253K | Sell |
9,244
-193
| -2% | -$5.28K | 0.11% | 154 |
|
|
2023
Q2 | $271K | Sell |
9,437
-826
| -8% | -$23.7K | 0.11% | 148 |
|
|
2023
Q1 | $294K | Sell |
10,263
-4,122
| -29% | -$118K | 0.12% | 139 |
|
|
2022
Q4 | $476K | Buy |
14,385
+15
| +0.1% | +$497 | 0.21% | 85 |
|
|
2022
Q3 | $434K | Buy |
14,370
+12
| +0.1% | +$362 | 0.21% | 83 |
|
|
2022
Q2 | $447K | Buy |
14,358
+597
| +4% | +$18.6K | 0.21% | 90 |
|
|
2022
Q1 | $612K | Hold |
13,761
| – | – | 0.27% | 77 |
|
|
2021
Q4 | $612K | Sell |
13,761
-228
| -2% | -$10.1K | 0.27% | 77 |
|
|
2021
Q3 | $594K | Buy |
13,989
+258
| +2% | +$11K | 0.33% | 64 |
|
|
2021
Q2 | $566K | Hold |
13,731
| – | – | 0.33% | 60 |
|
|
2021
Q1 | $523K | Sell |
13,731
-122
| -0.9% | -$4.65K | 0.34% | 62 |
|
|
2020
Q4 | $458K | Buy |
+13,853
| New | +$458K | 0.39% | 50 |
|