Waterloo Capital’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 | $2.72M | Buy |
57,548
+6,460
| +13% | +$306K | 0.22% | 109 |
|
|
2025
Q1 | $2.13M | Buy |
51,088
+12,427
| +32% | +$519K | 0.2% | 116 |
|
|
2024
Q4 | $1.7M | Buy |
38,661
+3,093
| +9% | +$136K | 0.18% | 126 |
|
|
2024
Q3 | $1.41M | Buy |
35,568
+14,238
| +67% | +$565K | 0.15% | 141 |
|
|
2024
Q2 | $848K | Buy |
21,330
+14,157
| +197% | +$563K | 0.1% | 163 |
|
|
2024
Q1 | $272K | Sell |
7,173
-2,335
| -25% | -$88.5K | 0.03% | 301 |
|
|
2023
Q4 | $320K | Buy |
+9,508
| New | +$320K | 0.05% | 279 |
|