Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $494K | Hold |
18,037
| – | – | 0.22% | 37 |
|
|
2023
Q2 | $530K | Sell |
18,037
-2,401
| -12% | -$70.5K | 0.23% | 37 |
|
|
2023
Q1 | $587K | Sell |
20,438
-86
| -0.4% | -$2.47K | 0.28% | 37 |
|
|
2022
Q4 | $680K | Sell |
20,524
-2,424
| -11% | -$80.3K | 0.36% | 33 |
|
|
2022
Q3 | $693K | Buy |
22,948
+66
| +0.3% | +$1.99K | 0.35% | 34 |
|
|
2022
Q2 | $712K | Sell |
22,882
-5,886
| -20% | -$183K | 0.35% | 34 |
|
|
2022
Q1 | $1.19M | Buy |
28,768
+4,681
| +19% | +$193K | 0.43% | 28 |
|
|
2021
Q4 | $1.07M | Buy |
24,087
+627
| +3% | +$27.9K | 0.37% | 29 |
|
|
2021
Q3 | $1.02M | Hold |
23,460
| – | – | 0.4% | 28 |
|
|
2021
Q2 | $895K | Hold |
23,460
| – | – | 0.33% | 33 |
|
|
2021
Q1 | $893K | Hold |
23,460
| – | – | 0.36% | 32 |
|
|
2020
Q4 | $711K | Hold |
23,460
| – | – | 0.31% | 32 |
|
|
2020
Q3 | $592K | Sell |
23,460
-9,000
| -28% | -$227K | 0.28% | 35 |
|
|
2020
Q2 | $768K | Buy |
32,460
+3,000
| +10% | +$71K | 0.41% | 29 |
|
|
2020
Q1 | $631K | Hold |
29,460
| – | – | 0.42% | 30 |
|
|
2019
Q4 | $1.01M | Buy |
+29,460
| New | +$1.01M | 0.58% | 26 |
|