Vista Capital Partners’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 | $417K | Buy |
8,812
+58
| +0.7% | +$2.75K | 0.05% | 76 |
|
|
2025
Q1 | $365K | Buy |
8,754
+375
| +4% | +$15.6K | 0.04% | 69 |
|
|
2024
Q4 | $368K | Buy |
8,379
+520
| +7% | +$22.9K | 0.04% | 76 |
|
|
2024
Q3 | $312K | Sell |
7,859
-336
| -4% | -$13.3K | 0.04% | 81 |
|
|
2024
Q2 | $326K | Buy |
8,195
+309
| +4% | +$12.3K | 0.04% | 67 |
|
|
2024
Q1 | $299K | Hold |
7,886
| – | – | 0.04% | 73 |
|
|
2023
Q4 | $266K | Hold |
7,886
| – | – | 0.04% | 75 |
|
|
2023
Q3 | $216K | Sell |
7,886
-1,875
| -19% | -$51.3K | 0.03% | 75 |
|
|
2023
Q2 | $280K | Sell |
9,761
-205
| -2% | -$5.88K | 0.04% | 75 |
|
|
2023
Q1 | $285K | Buy |
9,966
+1,875
| +23% | +$53.6K | 0.04% | 70 |
|
|
2022
Q4 | $268K | Buy |
8,091
+600
| +8% | +$19.9K | 0.04% | 66 |
|
|
2022
Q3 | $226K | Sell |
7,491
-175
| -2% | -$5.28K | 0.04% | 68 |
|
|
2022
Q2 | $239K | Buy |
+7,666
| New | +$239K | 0.04% | 69 |
|
|
2021
Q3 | – | Sell |
-4,859
| Closed | -$200K | – | 79 |
|
|
2021
Q2 | $200K | Buy |
+4,859
| New | +$200K | 0.03% | 73 |
|