Wealthcare Advisory Partners’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 | $3.22M | Buy |
68,073
+6,371
| +10% | +$301K | 0.07% | 227 |
|
|
2025
Q1 | $2.57M | Buy |
61,702
+170
| +0.3% | +$7.09K | 0.07% | 240 |
|
|
2024
Q4 | $2.7M | Sell |
61,532
-327
| -0.5% | -$14.4K | 0.08% | 215 |
|
|
2024
Q3 | $2.45M | Sell |
61,859
-4,311
| -7% | -$171K | 0.07% | 236 |
|
|
2024
Q2 | $2.63M | Buy |
66,170
+2,358
| +4% | +$93.8K | 0.08% | 202 |
|
|
2024
Q1 | $2.42M | Buy |
63,812
+9,191
| +17% | +$349K | 0.08% | 207 |
|
|
2023
Q4 | $1.84M | Sell |
54,621
-496
| -0.9% | -$16.7K | 0.07% | 214 |
|
|
2023
Q3 | $1.51M | Buy |
55,117
+518
| +0.9% | +$14.2K | 0.07% | 216 |
|
|
2023
Q2 | $1.57M | Sell |
54,599
-4,090
| -7% | -$117K | 0.07% | 213 |
|
|
2023
Q1 | $1.68M | Buy |
58,689
+1,586
| +3% | +$45.4K | 0.07% | 204 |
|
|
2022
Q4 | $1.89M | Buy |
57,103
+3,389
| +6% | +$112K | 0.09% | 168 |
|
|
2022
Q3 | $1.62M | Buy |
53,714
+20,826
| +63% | +$629K | 0.09% | 160 |
|
|
2022
Q2 | $1.02M | Buy |
32,888
+482
| +1% | +$15K | 0.06% | 202 |
|
|
2022
Q1 | $1.34M | Buy |
32,406
+1,540
| +5% | +$63.5K | 0.08% | 145 |
|
|
2021
Q4 | $1.37M | Sell |
30,866
-14,326
| -32% | -$637K | 0.08% | 150 |
|
|
2021
Q3 | $1.92M | Buy |
45,192
+2,720
| +6% | +$115K | 0.13% | 110 |
|
|
2021
Q2 | $1.75M | Sell |
42,472
-1,071
| -2% | -$44.2K | 0.12% | 116 |
|
|
2021
Q1 | $1.69M | Buy |
43,543
+8,509
| +24% | +$329K | 0.12% | 105 |
|
|
2020
Q4 | $1.06M | Buy |
35,034
+21,223
| +154% | +$643K | 0.09% | 140 |
|
|
2020
Q3 | $333K | Buy |
13,811
+521
| +4% | +$12.6K | 0.04% | 262 |
|
|
2020
Q2 | $316K | Buy |
13,290
+1,700
| +15% | +$40.4K | 0.04% | 234 |
|
|
2020
Q1 | $246K | Buy |
11,590
+1,913
| +20% | +$40.6K | 0.04% | 238 |
|
|
2019
Q4 | $341K | Buy |
9,677
+205
| +2% | +$7.22K | 0.04% | 220 |
|
|
2019
Q3 | $276K | Buy |
9,472
+280
| +3% | +$8.16K | 0.04% | 226 |
|
|
2019
Q2 | $267K | Sell |
9,192
-557
| -6% | -$16.2K | 0.04% | 222 |
|
|
2019
Q1 | $269K | Sell |
9,749
-453
| -4% | -$12.5K | 0.05% | 201 |
|
|
2018
Q4 | $251K | Sell |
10,202
-2,573
| -20% | -$63.3K | 0.05% | 180 |
|
|
2018
Q3 | $376K | Sell |
12,775
-1,235
| -9% | -$36.3K | 0.07% | 153 |
|
|
2018
Q2 | $395K | Buy |
14,010
+926
| +7% | +$26.1K | 0.08% | 138 |
|
|
2018
Q1 | $392K | Buy |
13,084
+1,102
| +9% | +$33K | 0.09% | 125 |
|
|
2017
Q4 | $354K | Buy |
11,982
+1,102
| +10% | +$32.6K | 0.09% | 124 |
|
|
2017
Q3 | $276K | Buy |
+10,880
| New | +$276K | 0.08% | 120 |
|