Valley Wealth Managers’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 | $18.5K | Buy |
392
+328
| +513% | +$15.5K | ﹤0.01% | 228 |
|
|
2025
Q1 | $2.67K | Hold |
64
| – | – | ﹤0.01% | 312 |
|
|
2024
Q4 | $2.81K | Sell |
64
-1,500
| -96% | -$65.9K | ﹤0.01% | 334 |
|
|
2024
Q3 | $62.1K | Buy |
1,564
+64
| +4% | +$2.54K | ﹤0.01% | 205 |
|
|
2024
Q2 | $59.7K | Hold |
1,500
| – | – | ﹤0.01% | 213 |
|
|
2024
Q1 | $56.9K | Hold |
1,500
| – | – | ﹤0.01% | 211 |
|
|
2023
Q4 | $50.5K | Hold |
1,500
| – | – | ﹤0.01% | 216 |
|
|
2023
Q3 | $41.1K | Hold |
1,500
| – | – | ﹤0.01% | 227 |
|
|
2023
Q2 | $43K | Hold |
1,500
| – | – | ﹤0.01% | 213 |
|
|
2023
Q1 | $42.9K | Hold |
1,500
| – | – | ﹤0.01% | 226 |
|
|
2022
Q4 | $49.7K | Sell |
1,500
-4,000
| -73% | -$132K | ﹤0.01% | 228 |
|
|
2022
Q3 | $166K | Sell |
5,500
-112,162
| -95% | -$3.39M | 0.02% | 177 |
|
|
2022
Q2 | $3.66M | Buy |
117,662
+8,283
| +8% | +$258K | 0.34% | 76 |
|
|
2022
Q1 | $4.51M | Buy |
109,379
+715
| +0.7% | +$29.5K | 0.38% | 65 |
|
|
2021
Q4 | $4.84M | Sell |
108,664
-5,543
| -5% | -$247K | 0.39% | 59 |
|
|
2021
Q3 | $4.85M | Sell |
114,207
-81
| -0.1% | -$3.44K | 0.42% | 54 |
|
|
2021
Q2 | $4.71M | Buy |
114,288
+3,042
| +3% | +$125K | 0.4% | 55 |
|
|
2021
Q1 | $4.3M | Sell |
111,246
-176
| -0.2% | -$6.81K | 0.39% | 53 |
|
|
2020
Q4 | $3.38M | Sell |
111,422
-7,329
| -6% | -$222K | 0.33% | 57 |
|
|
2020
Q3 | $2.86M | Sell |
118,751
-9,125
| -7% | -$220K | 0.31% | 58 |
|
|
2020
Q2 | $3.04M | Sell |
127,876
-2,337
| -2% | -$55.5K | 0.34% | 57 |
|
|
2020
Q1 | $2.76M | Buy |
130,213
+115,161
| +765% | +$2.44M | 0.36% | 60 |
|
|
2019
Q4 | $530K | Sell |
15,052
-9,791
| -39% | -$345K | 0.05% | 133 |
|
|
2019
Q3 | $725K | Sell |
24,843
-8,165
| -25% | -$238K | 0.08% | 114 |
|
|
2019
Q2 | $957K | Sell |
33,008
-4,427
| -12% | -$128K | 0.1% | 103 |
|
|
2019
Q1 | $1.03M | Buy |
37,435
+19,462
| +108% | +$537K | 0.11% | 106 |
|
|
2018
Q4 | $443K | Buy |
17,973
+9,864
| +122% | +$243K | 0.06% | 123 |
|
|
2018
Q3 | $239K | Buy |
+8,109
| New | +$239K | 0.03% | 111 |
|
|
2018
Q2 | – | Sell |
-7,917
| Closed | -$237K | – | 121 |
|
|
2018
Q1 | $237K | Sell |
7,917
-298
| -4% | -$8.92K | 0.03% | 108 |
|
|
2017
Q4 | $242K | Sell |
8,215
-7,998
| -49% | -$236K | 0.03% | 113 |
|
|
2017
Q3 | $410K | Buy |
16,213
+7,194
| +80% | +$182K | 0.05% | 100 |
|
|
2017
Q2 | $219K | Sell |
9,019
-5,874
| -39% | -$143K | 0.03% | 122 |
|
|
2017
Q1 | $351K | Buy |
14,893
+2
| +0% | +$47 | 0.05% | 112 |
|
|
2016
Q4 | $329K | Buy |
14,891
+2,078
| +16% | +$45.9K | 0.05% | 111 |
|
|
2016
Q3 | $200K | Buy |
12,813
+2
| +0% | +$31 | 0.03% | 120 |
|
|
2016
Q2 | $170K | Buy |
+12,811
| New | +$170K | 0.03% | 117 |
|