Tyler-Stone 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 | $3.47M | Buy |
73,285
+6,688
| +10% | +$316K | 0.56% | 39 |
|
|
2025
Q1 | $2.78M | Buy |
66,597
+11,254
| +20% | +$470K | 0.5% | 46 |
|
|
2024
Q4 | $2.43M | Sell |
55,343
-1,236
| -2% | -$54.3K | 0.43% | 49 |
|
|
2024
Q3 | $2.25M | Buy |
56,579
+28,964
| +105% | +$1.15M | 0.42% | 45 |
|
|
2024
Q2 | $1.1M | Sell |
27,615
-2,466
| -8% | -$98.1K | 0.45% | 42 |
|
|
2024
Q1 | $1.14M | Sell |
30,081
-1,788
| -6% | -$67.8K | 0.5% | 39 |
|
|
2023
Q4 | $1.07M | Buy |
31,869
+2,407
| +8% | +$81K | 0.54% | 40 |
|
|
2023
Q3 | $807K | Buy |
29,462
+513
| +2% | +$14.1K | 0.46% | 46 |
|
|
2023
Q2 | $831K | Buy |
+28,949
| New | +$831K | 0.47% | 42 |
|
|
2022
Q4 | $821K | Buy |
24,775
+1,676
| +7% | +$55.5K | 0.56% | 40 |
|
|
2022
Q3 | $698K | Sell |
23,099
-2,418
| -9% | -$73.1K | 0.53% | 41 |
|
|
2022
Q2 | $794K | Buy |
25,517
+2,947
| +13% | +$91.7K | 0.53% | 41 |
|
|
2022
Q1 | $930K | Sell |
22,570
-19,773
| -47% | -$815K | 0.51% | 42 |
|
|
2021
Q4 | $1.88M | Buy |
+42,343
| New | +$1.88M | 1% | 25 |
|