Wealth Enhancement Advisory Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144M | Buy |
2,943,137
+74,623
| +3% | +$3.65M | 0.24% | 80 |
|
|
2025
Q1 | $120M | Sell |
2,868,514
-793,708
| -22% | -$33.1M | 0.23% | 83 |
|
|
2024
Q4 | $161M | Buy |
3,662,222
+470,102
| +15% | +$20.7M | 0.31% | 59 |
|
|
2024
Q3 | $127M | Buy |
3,192,120
+38,423
| +1% | +$1.52M | 0.27% | 70 |
|
|
2024
Q2 | $125M | Sell |
3,153,697
-646
| -0% | -$25.7K | 0.3% | 65 |
|
|
2024
Q1 | $120M | Sell |
3,154,343
-148,955
| -5% | -$5.65M | 0.31% | 68 |
|
|
2023
Q4 | $111M | Sell |
3,303,298
-32,947
| -1% | -$1.11M | 0.32% | 64 |
|
|
2023
Q3 | $91.3M | Buy |
3,336,245
+3,308,572
| +11,956% | +$90.6M | 0.3% | 72 |
|
|
2023
Q2 | $794K | Sell |
27,673
-4,334
| -14% | -$124K | 0.01% | 292 |
|
|
2023
Q1 | $915K | Buy |
+32,007
| New | +$915K | 0.01% | 314 |
|
|
2022
Q4 | – | Sell |
-55,450
| Closed | -$1.71M | – | 322 |
|
|
2022
Q3 | $1.71M | Buy |
+55,450
| New | +$1.71M | 0.02% | 183 |
|
|
2022
Q1 | – | Sell |
-7,150
| Closed | -$332K | – | 311 |
|
|
2021
Q4 | $332K | Sell |
7,150
-32,836
| -82% | -$1.52M | ﹤0.01% | 264 |
|
|
2021
Q3 | $1.92M | Buy |
+39,986
| New | +$1.92M | 0.03% | 149 |
|
|
2021
Q2 | – | Sell |
-281,658
| Closed | -$11.2M | – | 267 |
|
|
2021
Q1 | $11.2M | Buy |
281,658
+7,860
| +3% | +$312K | 0.2% | 61 |
|
|
2020
Q4 | $9.04M | Buy |
273,798
+28,160
| +11% | +$930K | 0.2% | 51 |
|
|
2020
Q3 | $6.31M | Buy |
245,638
+22,257
| +10% | +$572K | 0.17% | 52 |
|
|
2020
Q2 | $5.43M | Buy |
223,381
+68,030
| +44% | +$1.65M | 0.16% | 53 |
|
|
2020
Q1 | $3.71M | Buy |
155,351
+12,245
| +9% | +$293K | 0.13% | 74 |
|
|
2019
Q4 | $5.04M | Buy |
143,106
+17,504
| +14% | +$616K | 0.18% | 61 |
|
|
2019
Q3 | $3.63M | Sell |
125,602
-46,296
| -27% | -$1.34M | 0.15% | 66 |
|
|
2019
Q2 | $5.25M | Buy |
171,898
+16,004
| +10% | +$488K | 0.23% | 47 |
|
|
2019
Q1 | $4.69M | Buy |
155,894
+71,106
| +84% | +$2.14M | 0.27% | 39 |
|
|
2018
Q4 | $2.48M | Buy |
84,788
+1,846
| +2% | +$54.1K | 0.16% | 50 |
|
|
2018
Q3 | $2.17M | Buy |
+82,942
| New | +$2.17M | 0.13% | 55 |
|
|
2017
Q4 | – | Sell |
-38,888
| Closed | -$1.02M | – | 142 |
|
|
2017
Q3 | $1.02M | Buy |
+38,888
| New | +$1.02M | 0.08% | 90 |
|
|
2017
Q1 | – | Sell |
-104,761
| Closed | -$2.32M | – | 139 |
|
|
2016
Q4 | $2.32M | Buy |
104,761
+20,243
| +24% | +$448K | 0.28% | 49 |
|
|
2016
Q3 | $1.36M | Buy |
+84,518
| New | +$1.36M | 0.2% | 70 |
|
|
2015
Q1 | – | Sell |
-37,316
| Closed | -$668K | – | 109 |
|
|
2014
Q4 | $668K | Buy |
+37,316
| New | +$668K | 0.26% | 67 |
|