Wallace Advisory 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 | $552K | Sell |
13,235
-164
| -1% | -$6.84K | 0.4% | 73 |
|
|
2025
Q1 | $589K | Sell |
13,399
-212
| -2% | -$9.32K | 0.41% | 67 |
|
|
2024
Q4 | $540K | Sell |
13,611
-3,199
| -19% | -$127K | 0.37% | 74 |
|
|
2024
Q3 | $669K | Sell |
16,810
-556
| -3% | -$22.1K | 0.49% | 45 |
|
|
2024
Q2 | $691K | Buy |
17,366
+1,345
| +8% | +$53.5K | 0.5% | 46 |
|
|
2024
Q1 | $539K | Buy |
16,021
+4,566
| +40% | +$154K | 0.41% | 66 |
|
|
2023
Q4 | $314K | Sell |
11,455
-941
| -8% | -$25.8K | 0.25% | 103 |
|
|
2023
Q3 | $356K | Buy |
12,396
+1,284
| +12% | +$36.8K | 0.26% | 103 |
|
|
2023
Q2 | $318K | Hold |
11,112
| – | – | 0.24% | 109 |
|
|
2023
Q1 | $318K | Buy |
11,112
+279
| +3% | +$7.98K | 0.24% | 109 |
|
|
2022
Q4 | $359K | Buy |
+10,833
| New | +$359K | 0.28% | 100 |
|