Wambolt & Associates’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 | $559K | Sell |
11,618
-1,550
| -12% | -$74.6K | 0.19% | 108 |
|
|
2025
Q1 | $546K | Hold |
13,168
| – | – | 0.19% | 109 |
|
|
2024
Q4 | $579K | Sell |
13,168
-1,293
| -9% | -$56.8K | 0.19% | 112 |
|
|
2024
Q3 | $567K | Sell |
14,461
-556
| -4% | -$21.8K | 0.16% | 119 |
|
|
2024
Q2 | $601K | Sell |
15,017
-1,282
| -8% | -$51.3K | 0.17% | 113 |
|
|
2024
Q1 | $612K | Sell |
16,299
-10,479
| -39% | -$393K | 0.18% | 120 |
|
|
2023
Q4 | $902K | Sell |
26,778
-3,136
| -10% | -$106K | 0.29% | 113 |
|
|
2023
Q3 | $799K | Sell |
29,914
-1,554
| -5% | -$41.5K | 0.29% | 122 |
|
|
2023
Q2 | $903K | Sell |
31,468
-171
| -0.5% | -$4.91K | 0.32% | 109 |
|
|
2023
Q1 | $905K | Sell |
31,639
-1,717
| -5% | -$49.1K | 0.32% | 112 |
|
|
2022
Q4 | $1.1M | Sell |
33,356
-561
| -2% | -$18.6K | 0.42% | 92 |
|
|
2022
Q3 | $1.02M | Sell |
33,917
-307
| -0.9% | -$9.27K | 0.44% | 88 |
|
|
2022
Q2 | $1.07M | Sell |
34,224
-459
| -1% | -$14.3K | 0.43% | 88 |
|
|
2022
Q1 | $1.42M | Sell |
34,683
-1,808
| -5% | -$74K | 0.52% | 71 |
|
|
2021
Q4 | $1.62M | Sell |
36,491
-1,450
| -4% | -$64.5K | 0.59% | 59 |
|
|
2021
Q3 | $1.63M | Sell |
37,941
-175
| -0.5% | -$7.54K | 0.66% | 45 |
|
|
2021
Q2 | $1.58M | Buy |
38,116
+1,770
| +5% | +$73.5K | 0.67% | 42 |
|
|
2021
Q1 | $1.44M | Buy |
36,346
+20
| +0.1% | +$790 | 0.75% | 42 |
|
|
2020
Q4 | $1.1M | Buy |
36,326
+202
| +0.6% | +$6.12K | 0.66% | 49 |
|
|
2020
Q3 | $870K | Sell |
36,124
-1,134
| -3% | -$27.3K | 0.65% | 50 |
|
|
2020
Q2 | $885K | Buy |
37,258
+24,558
| +193% | +$583K | 0.7% | 45 |
|
|
2020
Q1 | $270K | Buy |
+12,700
| New | +$270K | 0.28% | 122 |
|