WBH Advisory’s Bank of America BAC Stock Holding History

WBH Advisory’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.57M	Sell	33,080 -1,173	-3%	-$55.5K	0.13%	117
2025 Q1	$1.43M	Buy	34,253 +1,877	+6%	+$78.3K	0.13%	118
2024 Q4	$1.42M	Sell	32,376 -112	-0.3%	-$4.92K	0.13%	117
2024 Q3	$1.29M	Sell	32,488 -2,993	-8%	-$119K	0.12%	125
2024 Q2	$1.41M	Sell	35,481 -2,002	-5%	-$79.6K	0.14%	118
2024 Q1	$1.42M	Sell	37,483 -4,080	-10%	-$155K	0.15%	118
2023 Q4	$1.4M	Sell	41,563 -1,318	-3%	-$44.4K	0.16%	116
2023 Q3	$1.17M	Sell	42,881 -5,122	-11%	-$140K	0.14%	127
2023 Q2	$1.38M	Sell	48,003 -5,126	-10%	-$147K	0.16%	119
2023 Q1	$1.52M	Buy	+53,129	New	+$1.52M	0.19%	109
2022 Q3	$1.71M	Sell	56,470 -2,045	-3%	-$61.7K	0.25%	90
2022 Q2	$1.84M	Sell	58,515 -4,221	-7%	-$133K	0.25%	90
2022 Q1	$2.31M	Sell	62,736 -4,373	-7%	-$161K	0.28%	79
2021 Q4	$2.99M	Sell	67,109 -2,182	-3%	-$97.1K	0.34%	70
2021 Q3	$2.94M	Sell	69,291 -669	-1%	-$28.4K	0.4%	56
2021 Q2	$2.67M	Buy	69,960 +126	+0.2%	+$4.81K	0.39%	55
2021 Q1	$2.7M	Buy	69,834 +25,730	+58%	+$996K	0.44%	54
2020 Q4	$1.43M	Sell	44,104 -2,635	-6%	-$85.2K	0.25%	85
2020 Q3	$1.13M	Sell	46,739 -2,232	-5%	-$53.8K	0.23%	94
2020 Q2	$1.16M	Buy	48,971 +3,070	+7%	+$72.9K	0.28%	89
2020 Q1	$974	Sell	45,901 -1,807	-4%	-$38	0.23%	86
2019 Q4	$1.68M	Buy	47,708 +1,603	+3%	+$56.4K	0.34%	66
2019 Q3	$1.34M	Buy	46,105 +831	+2%	+$24.2K	0.3%	83
2019 Q2	$1.31M	Sell	45,274 -77	-0.2%	-$2.23K	0.3%	80
2019 Q1	$1.25M	Buy	45,351 +1,267	+3%	+$35K	0.3%	80
2018 Q4	$1.09K	Buy	44,084 +898	+2%	+$22	0.26%	87
2018 Q3	$1.27M	Buy	43,186 +2,502	+6%	+$73.7K	0.31%	79
2018 Q2	$1.15M	Sell	40,684 -297	-0.7%	-$8.37K	0.3%	82
2018 Q1	$1.23M	Buy	40,981 +495	+1%	+$14.8K	0.33%	76
2017 Q4	$1.2M	Buy	40,486 +1,214	+3%	+$35.8K	0.32%	78
2017 Q3	$995K	Sell	39,272 -288	-0.7%	-$7.3K	0.28%	83
2017 Q2	$959K	Sell	39,560 -536	-1%	-$13K	0.27%	83
2017 Q1	$945K	Sell	40,096 -735	-2%	-$17.3K	0.28%	82
2016 Q4	$902K	Buy	40,831 +1,935	+5%	+$42.7K	0.3%	78
2016 Q3	$608K	Buy	38,896 +25,923	+200%	+$405K	0.21%	106
2016 Q2	$172K	Buy	12,973 +277	+2%	+$3.67K	0.07%	192
2016 Q1	$171K	Sell	12,696 -73	-0.6%	-$983	0.06%	193
2015 Q4	$214	Sell	12,769 -683	-5%	-$11	0.07%	185
2015 Q3	$209K	Buy	13,452 +1	+0%	+$16	0.09%	182
2015 Q2	$228K	Sell	13,451 -267	-2%	-$4.53K	0.09%	179
2015 Q1	$211	Buy	13,718 +301	+2%	+$5	0.06%	204
2014 Q4	$240K	Buy	13,417 +139	+1%	+$2.49K	0.09%	179
2014 Q3	$226K	Buy	13,278 +1,401	+12%	+$23.8K	0.08%	185
2014 Q2	$182K	Hold	11,877	–	–	0.07%	207
2014 Q1	$204K	Buy	11,877 +1,512	+15%	+$26K	0.08%	205
2013 Q4	$161K	Buy	10,365 +229	+2%	+$3.56K	0.06%	202
2013 Q3	$140K	Buy	10,136 +1	+0%	+$14	0.06%	188
2013 Q2	$130K	Buy	+10,135	New	+$130K	0.06%	186