USAdvisors 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 | – | Sell |
-5,280
| Closed | -$220K | – | 136 |
|
|
2025
Q1 | $220K | Sell |
5,280
-160
| -3% | -$6.67K | 0.08% | 122 |
|
|
2024
Q4 | $239K | Buy |
5,440
+165
| +3% | +$7.25K | 0.08% | 119 |
|
|
2024
Q3 | $207K | Sell |
5,275
-308
| -6% | -$12.1K | 0.07% | 121 |
|
|
2024
Q2 | $222K | Sell |
5,583
-884
| -14% | -$35.2K | 0.08% | 111 |
|
|
2024
Q1 | $244K | Buy |
+6,467
| New | +$244K | 0.09% | 116 |
|
|
2023
Q1 | – | Sell |
-6,473
| Closed | -$214K | – | 115 |
|
|
2022
Q4 | $214K | Buy |
+6,473
| New | +$214K | 0.1% | 106 |
|
|
2022
Q2 | – | Sell |
-5,324
| Closed | -$219K | – | 111 |
|
|
2022
Q1 | $219K | Buy |
+5,324
| New | +$219K | 0.09% | 113 |
|