Wealth Advisors of Tampa Bay’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $485K | Sell |
9,950
-1,000
| -9% | -$51.6K | 0.16% | 77 |
|
|
2025
Q4 | $602K | Sell |
10,950
-250
| -2% | -$13.2K | 0.21% | 71 |
|
|
2025
Q3 | $578K | Sell |
11,200
-700
| -6% | -$34.1K | 0.19% | 74 |
|
|
2025
Q2 | $563K | Hold |
11,900
| – | – | 0.21% | 70 |
|
|
2025
Q1 | $497K | Sell |
11,900
-6,094
| -34% | -$272K | 0.2% | 70 |
|
|
2024
Q4 | $791K | Sell |
17,994
-245
| -1% | -$10.8K | 0.34% | 65 |
|
|
2024
Q3 | $724K | Buy |
+18,239
| New | +$731K | 0.3% | 69 |
|
|
2024
Q1 | – | Sell |
-6,770
| Closed | -$228K | – | 82 |
|
|
2023
Q4 | $228K | Sell |
6,770
-9,770
| -59% | -$284K | 0.11% | 75 |
|
|
2023
Q3 | $453K | Buy |
16,540
+7,070
| +75% | +$209K | 0.12% | 70 |
|
|
2023
Q2 | $272K | Hold |
9,470
| – | – | 0.15% | 67 |
|
|
2023
Q1 | $271K | Hold |
9,470
| – | – | 0.16% | 65 |
|
|
2022
Q4 | $314K | Hold |
9,470
| – | – | 0.19% | 60 |
|
|
2022
Q3 | $286K | Sell |
9,470
-9,470
| -50% | -$317K | 0.2% | 64 |
|
|
2022
Q2 | $590K | Hold |
18,940
| – | – | 0.18% | 65 |
|
|
2022
Q1 | $779K | Sell |
18,940
-2,000
| -10% | -$90.2K | 0.21% | 66 |
|
|
2021
Q4 | $932K | Buy |
20,940
+15,240
| +267% | +$694K | 0.23% | 69 |
|
|
2021
Q3 | $242K | Sell |
5,700
-4,500
| -44% | -$181K | 0.13% | 79 |
|
|
2021
Q2 | $421K | Sell |
10,200
-300
| -3% | -$12.3K | 0.23% | 72 |
|
|
2021
Q1 | $406K | Sell |
10,500
-125
| -1% | -$4.31K | 0.24% | 74 |
|
|
2020
Q4 | $322K | Hold |
10,625
| – | – | 0.22% | 69 |
|
|
2020
Q3 | $256K | Hold |
10,625
| – | – | 0.19% | 71 |
|
|
2020
Q2 | $252K | Sell |
10,625
-1,820
| -15% | -$43K | 0.21% | 66 |
|
|
2020
Q1 | $264K | Hold |
12,445
| – | – | 0.3% | 61 |
|
|
2019
Q4 | $438K | Hold |
12,445
| – | – | 0.4% | 53 |
|
|
2019
Q3 | $363K | Sell |
12,445
-1,512
| -11% | -$43.5K | 0.3% | 64 |
|
|
2019
Q2 | $405K | Hold |
13,957
| – | – | 0.29% | 62 |
|
|
2019
Q1 | $385K | Buy |
13,957
+500
| +4% | +$14.1K | 0.28% | 57 |
|
|
2018
Q4 | $332K | Hold |
13,457
| – | – | 0.27% | 57 |
|
|
2018
Q3 | $397K | Hold |
13,457
| – | – | 0.28% | 54 |
|
|
2018
Q2 | $382K | Hold |
13,457
| – | – | 0.29% | 55 |
|
|
2018
Q1 | $404K | Buy |
13,457
+816
| +6% | +$25.6K | 0.29% | 55 |
|
|
2017
Q4 | $381K | Buy |
+12,641
| New | +$348K | 0.26% | 60 |
|
Other funds holding BAC
VCM
VPM
Wealth Advisors of Tampa Bay's BAC Position: Q1 2026 in Review
Wealth Advisors of Tampa Bay reduced its Bank of America (BAC) stake by 9.1% in Q1 2026, selling an estimated $51.6K and leaving 9,950 shares worth $485K. The position accounts for 0.16% of the portfolio, ranked #77.
Wealth Advisors of Tampa Bay first reported a position in BAC in Q4 2017 and has held it in 32 quarters since. The position peaked at $932K in Q4 2021. 3,465 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Wealth Advisors of Tampa Bay held 9,950 shares of Bank of America worth $485K as of Q1 2026.
- Wealth Advisors of Tampa Bay sold 1,000 Bank of America shares in Q1 2026, an estimated $51.6K.
- Bank of America made up 0.16% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #77 holding.
- Wealth Advisors of Tampa Bay first reported a position in Bank of America in Q4 2017 and has held it in 32 quarters since.
- Wealth Advisors of Tampa Bay's Bank of America position peaked at $932K in Q4 2021.
- 3,465 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.