Visionary Wealth 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 | $2.02M | Buy |
42,674
+250
| +0.6% | +$11.8K | 0.1% | 191 |
|
|
2025
Q1 | $1.77M | Buy |
42,424
+169
| +0.4% | +$7.05K | 0.11% | 188 |
|
|
2024
Q4 | $1.86M | Sell |
42,255
-2,349
| -5% | -$103K | 0.11% | 180 |
|
|
2024
Q3 | $1.77M | Sell |
44,604
-536
| -1% | -$21.3K | 0.11% | 188 |
|
|
2024
Q2 | $1.8M | Sell |
45,140
-383
| -0.8% | -$15.2K | 0.12% | 178 |
|
|
2024
Q1 | $1.73M | Sell |
45,523
-1,051
| -2% | -$39.9K | 0.12% | 180 |
|
|
2023
Q4 | $1.57M | Sell |
46,574
-2,354
| -5% | -$79.3K | 0.12% | 178 |
|
|
2023
Q3 | $1.34M | Sell |
48,928
-764
| -2% | -$20.9K | 0.11% | 184 |
|
|
2023
Q2 | $1.43M | Buy |
49,692
+3,838
| +8% | +$110K | 0.11% | 181 |
|
|
2023
Q1 | $1.31M | Sell |
45,854
-4,220
| -8% | -$121K | 0.11% | 174 |
|
|
2022
Q4 | $1.66M | Buy |
50,074
+4,399
| +10% | +$146K | 0.15% | 133 |
|
|
2022
Q3 | $1.38M | Sell |
45,675
-5,985
| -12% | -$181K | 0.14% | 142 |
|
|
2022
Q2 | $1.61M | Buy |
51,660
+10,073
| +24% | +$314K | 0.14% | 133 |
|
|
2022
Q1 | $1.71M | Buy |
41,587
+13,052
| +46% | +$538K | 0.14% | 138 |
|
|
2021
Q4 | $1.27M | Buy |
+28,535
| New | +$1.27M | 0.1% | 146 |
|
|
2021
Q3 | – | Sell |
-37,947
| Closed | -$1.57M | – | 326 |
|
|
2021
Q2 | $1.57M | Buy |
37,947
+483
| +1% | +$19.9K | 0.16% | 121 |
|
|
2021
Q1 | $1.45M | Sell |
37,464
-3,355
| -8% | -$130K | 0.15% | 126 |
|
|
2020
Q4 | $1.24M | Buy |
+40,819
| New | +$1.24M | 0.14% | 123 |
|
|
2020
Q3 | – | Sell |
-26,767
| Closed | -$635K | – | 261 |
|
|
2020
Q2 | $635K | Sell |
26,767
-122
| -0.5% | -$2.89K | 0.1% | 136 |
|
|
2020
Q1 | $571K | Buy |
26,889
+1,891
| +8% | +$40.2K | 0.11% | 121 |
|
|
2019
Q4 | $880K | Buy |
+24,998
| New | +$880K | 0.16% | 107 |
|