WealthCare Investment 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 | $633K | Sell |
12,932
-65
| -0.5% | -$3.18K | 0.23% | 90 |
|
|
2025
Q1 | $480K | Sell |
12,997
-101
| -0.8% | -$3.73K | 0.2% | 93 |
|
|
2024
Q4 | $580K | Buy |
13,098
+211
| +2% | +$9.35K | 0.25% | 81 |
|
|
2024
Q3 | $515K | Sell |
12,887
-74
| -0.6% | -$2.96K | 0.23% | 84 |
|
|
2024
Q2 | $515K | Buy |
12,961
+150
| +1% | +$5.97K | 0.24% | 80 |
|
|
2024
Q1 | $486K | Sell |
12,811
-2,155
| -14% | -$81.7K | 0.23% | 84 |
|
|
2023
Q4 | $511K | Buy |
14,966
+1,818
| +14% | +$62.1K | 0.28% | 77 |
|
|
2023
Q3 | $351K | Buy |
13,148
+68
| +0.5% | +$1.82K | 0.21% | 83 |
|
|
2023
Q2 | $380K | Sell |
13,080
-234
| -2% | -$6.81K | 0.23% | 78 |
|
|
2023
Q1 | $381K | Buy |
13,314
+276
| +2% | +$7.89K | 0.23% | 87 |
|
|
2022
Q4 | $432K | Sell |
13,038
-472
| -3% | -$15.6K | 0.29% | 75 |
|
|
2022
Q3 | $408K | Buy |
13,510
+726
| +6% | +$21.9K | 0.34% | 72 |
|
|
2022
Q2 | $398K | Buy |
12,784
+82
| +0.6% | +$2.55K | 0.34% | 68 |
|
|
2022
Q1 | $493K | Sell |
12,702
-12
| -0.1% | -$466 | 0.44% | 58 |
|
|
2021
Q4 | $566K | Buy |
+12,714
| New | +$566K | 0.55% | 46 |
|