Wealth Group’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 | – | Sell |
-6,955
| Closed | -$290K | – | 100 |
|
|
2025
Q1 | $290K | Sell |
6,955
-469
| -6% | -$19.6K | 0.19% | 112 |
|
|
2024
Q4 | $326K | Buy |
7,424
+75
| +1% | +$3.29K | 0.21% | 105 |
|
|
2024
Q3 | $292K | Buy |
7,349
+158
| +2% | +$6.28K | 0.2% | 115 |
|
|
2024
Q2 | $286K | Sell |
7,191
-74
| -1% | -$2.94K | 0.21% | 117 |
|
|
2024
Q1 | $275K | Buy |
+7,265
| New | +$275K | 0.21% | 118 |
|