Waypoint Wealth Counsel’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 | $361K | Sell |
7,632
-143
| -2% | -$6.77K | 0.18% | 88 |
|
|
2025
Q1 | $324K | Buy |
7,775
+359
| +5% | +$15K | 0.2% | 70 |
|
|
2024
Q4 | $326K | Buy |
7,416
+747
| +11% | +$32.8K | 0.21% | 64 |
|
|
2024
Q3 | $265K | Buy |
6,669
+993
| +17% | +$39.4K | 0.18% | 81 |
|
|
2024
Q2 | $226K | Buy |
5,676
+55
| +1% | +$2.19K | 0.17% | 78 |
|
|
2024
Q1 | $213K | Buy |
+5,621
| New | +$213K | 0.16% | 88 |
|
|
2023
Q3 | – | Sell |
-7,376
| Closed | -$212K | – | 92 |
|
|
2023
Q2 | $212K | Sell |
7,376
-27,349
| -79% | -$785K | 0.19% | 81 |
|
|
2023
Q1 | $993K | Buy |
34,725
+841
| +2% | +$24.1K | 0.77% | 30 |
|
|
2022
Q4 | $1.12M | Buy |
+33,884
| New | +$1.12M | 0.9% | 28 |
|