Wealth Architects’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 | $1.4M | Buy |
29,502
+334
| +1% | +$15.8K | 0.14% | 74 |
|
|
2025
Q1 | $1.22M | Buy |
29,168
+192
| +0.7% | +$8.01K | 0.13% | 80 |
|
|
2024
Q4 | $1.27M | Sell |
28,976
-869
| -3% | -$38.2K | 0.14% | 70 |
|
|
2024
Q3 | $1.18M | Buy |
29,845
+194
| +0.7% | +$7.7K | 0.13% | 73 |
|
|
2024
Q2 | $1.18M | Sell |
29,651
-146
| -0.5% | -$5.81K | 0.14% | 70 |
|
|
2024
Q1 | $1.13M | Sell |
29,797
-119
| -0.4% | -$4.51K | 0.15% | 70 |
|
|
2023
Q4 | $1.01M | Buy |
29,916
+692
| +2% | +$23.3K | 0.14% | 71 |
|
|
2023
Q3 | $800K | Buy |
29,224
+719
| +3% | +$19.7K | 0.14% | 75 |
|
|
2023
Q2 | $818K | Sell |
28,505
-49
| -0.2% | -$1.41K | 0.14% | 73 |
|
|
2023
Q1 | $817K | Buy |
28,554
+175
| +0.6% | +$5.01K | 0.14% | 69 |
|
|
2022
Q4 | $940K | Sell |
28,379
-1,190
| -4% | -$39.4K | 0.18% | 64 |
|
|
2022
Q3 | $893K | Buy |
29,569
+729
| +3% | +$22K | 0.19% | 57 |
|
|
2022
Q2 | $898K | Sell |
28,840
-284
| -1% | -$8.84K | 0.18% | 61 |
|
|
2022
Q1 | $1.2M | Sell |
29,124
-305
| -1% | -$12.6K | 0.2% | 48 |
|
|
2021
Q4 | $1.31M | Sell |
29,429
-590
| -2% | -$26.2K | 0.23% | 46 |
|
|
2021
Q3 | $1.27M | Buy |
30,019
+1,260
| +4% | +$53.5K | 0.25% | 46 |
|
|
2021
Q2 | $1.19M | Sell |
28,759
-474
| -2% | -$19.5K | 0.23% | 45 |
|
|
2021
Q1 | $1.13M | Sell |
29,233
-224
| -0.8% | -$8.67K | 0.24% | 41 |
|
|
2020
Q4 | $893K | Sell |
29,457
-1,211
| -4% | -$36.7K | 0.21% | 49 |
|
|
2020
Q3 | $739K | Buy |
30,668
+340
| +1% | +$8.19K | 0.2% | 48 |
|
|
2020
Q2 | $720K | Sell |
30,328
-7,052
| -19% | -$167K | 0.2% | 48 |
|
|
2020
Q1 | $794K | Buy |
37,380
+7,978
| +27% | +$169K | 0.28% | 39 |
|
|
2019
Q4 | $1.04M | Sell |
29,402
-589
| -2% | -$20.8K | 0.29% | 35 |
|
|
2019
Q3 | $875K | Buy |
29,991
+127
| +0.4% | +$3.71K | 0.27% | 39 |
|
|
2019
Q2 | $866K | Buy |
29,864
+1,643
| +6% | +$47.6K | 0.26% | 40 |
|
|
2019
Q1 | $779K | Buy |
28,221
+371
| +1% | +$10.2K | 0.24% | 43 |
|
|
2018
Q4 | $686K | Sell |
27,850
-93
| -0.3% | -$2.29K | 0.25% | 42 |
|
|
2018
Q3 | $823K | Buy |
27,943
+741
| +3% | +$21.8K | 0.25% | 43 |
|
|
2018
Q2 | $767K | Buy |
27,202
+727
| +3% | +$20.5K | 0.25% | 40 |
|
|
2018
Q1 | $794K | Sell |
26,475
-1,016
| -4% | -$30.5K | 0.26% | 40 |
|
|
2017
Q4 | $812K | Buy |
27,491
+230
| +0.8% | +$6.79K | 0.27% | 40 |
|
|
2017
Q3 | $691K | Sell |
27,261
-48
| -0.2% | -$1.22K | 0.24% | 49 |
|
|
2017
Q2 | $662K | Buy |
27,309
+15,914
| +140% | +$386K | 0.25% | 51 |
|
|
2017
Q1 | $269K | Buy |
11,395
+252
| +2% | +$5.95K | 0.11% | 92 |
|
|
2016
Q4 | $246K | Buy |
11,143
+703
| +7% | +$15.5K | 0.11% | 99 |
|
|
2016
Q3 | $163K | Sell |
10,440
-15
| -0.1% | -$234 | 0.08% | 109 |
|
|
2016
Q2 | $138K | Sell |
10,455
-4,481
| -30% | -$59.1K | 0.07% | 106 |
|
|
2016
Q1 | $202K | Sell |
14,936
-7
| -0% | -$95 | 0.1% | 107 |
|
|
2015
Q4 | $251K | Buy |
14,943
+4,205
| +39% | +$70.6K | 0.12% | 99 |
|
|
2015
Q3 | $167K | Buy |
10,738
+613
| +6% | +$9.53K | 0.09% | 112 |
|
|
2015
Q2 | $172K | Buy |
10,125
+2
| +0% | +$34 | 0.09% | 115 |
|
|
2015
Q1 | $156K | Sell |
10,123
-541
| -5% | -$8.34K | 0.09% | 96 |
|
|
2014
Q4 | $191K | Buy |
+10,664
| New | +$191K | 0.11% | 98 |
|