Vahanian & Associates Financial Planning’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $383K | Sell |
11,388
-1,950
| -15% | -$65.7K | 1.52% | 24 |
|
|
2023
Q3 | $365K | Hold |
13,338
| – | – | 1.17% | 33 |
|
|
2023
Q2 | $383K | Sell |
13,338
-1,545
| -10% | -$44.3K | 1.21% | 31 |
|
|
2023
Q1 | $426K | Buy |
14,883
+2,250
| +18% | +$64.4K | 1.18% | 25 |
|
|
2022
Q4 | $418K | Hold |
12,633
| – | – | 1.37% | 26 |
|
|
2022
Q3 | $382K | Buy |
12,633
+1,524
| +14% | +$46.1K | 1.32% | 27 |
|
|
2022
Q2 | $346K | Sell |
11,109
-2,335
| -17% | -$72.7K | 1.49% | 23 |
|
|
2022
Q1 | $554K | Sell |
13,444
-8,957
| -40% | -$369K | 1.28% | 24 |
|
|
2021
Q4 | $997K | Buy |
+22,401
| New | +$997K | 0.8% | 31 |
|