Von Berge Wealth Management Group’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 | $239K | Buy |
+4,993
| New | +$239K | 0.13% | 57 |
|
|
2025
Q1 | – | Sell |
-4,967
| Closed | -$232K | – | 64 |
|
|
2024
Q4 | $232K | Sell |
4,967
-36
| -0.7% | -$1.68K | 0.14% | 60 |
|
|
2024
Q3 | $227K | Sell |
5,003
-131
| -3% | -$5.95K | 0.14% | 60 |
|
|
2024
Q2 | $205K | Buy |
+5,134
| New | +$205K | 0.13% | 65 |
|
|
2022
Q2 | – | Sell |
-6,337
| Closed | -$238K | – | 60 |
|
|
2022
Q1 | $238K | Buy |
6,337
+99
| +2% | +$3.72K | 0.22% | 55 |
|
|
2021
Q4 | $288K | Buy |
+6,238
| New | +$288K | 0.27% | 43 |
|