WealthBridge Capital Management’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 | $372K | Buy |
7,866
+11
| +0.1% | +$521 | 0.09% | 147 |
|
|
2025
Q1 | $328K | Sell |
7,855
-383
| -5% | -$16K | 0.09% | 145 |
|
|
2024
Q4 | $362K | Buy |
8,238
+114
| +1% | +$5.01K | 0.1% | 131 |
|
|
2024
Q3 | $322K | Buy |
8,124
+1,515
| +23% | +$60.1K | 0.09% | 147 |
|
|
2024
Q2 | $263K | Buy |
6,609
+28
| +0.4% | +$1.11K | 0.09% | 148 |
|
|
2024
Q1 | $250K | Buy |
6,581
+16
| +0.2% | +$607 | 0.08% | 154 |
|
|
2023
Q4 | $221K | Buy |
+6,565
| New | +$221K | 0.08% | 159 |
|
|
2023
Q3 | – | Sell |
-7,800
| Closed | -$224K | – | 179 |
|
|
2023
Q2 | $224K | Buy |
7,800
+200
| +3% | +$5.74K | 0.09% | 165 |
|
|
2023
Q1 | $217K | Buy |
7,600
+700
| +10% | +$20K | 0.09% | 177 |
|
|
2022
Q4 | $229K | Hold |
6,900
| – | – | 0.1% | 175 |
|
|
2022
Q3 | $215K | Hold |
6,900
| – | – | 0.09% | 180 |
|
|
2022
Q2 | $215K | Sell |
6,900
-100
| -1% | -$3.12K | 0.09% | 180 |
|
|
2022
Q1 | $289K | Buy |
+7,000
| New | +$289K | 0.11% | 139 |
|
|
2019
Q2 | – | Sell |
-5,689
| Closed | -$169K | – | 173 |
|
|
2019
Q1 | $169K | Buy |
5,689
+118
| +2% | +$3.51K | 0.11% | 122 |
|
|
2018
Q4 | $137K | Buy |
+5,571
| New | +$137K | 0.1% | 134 |
|