Wealthfront Advisers’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43M | Buy |
908,003
+58,134
| +7% | +$2.75M | 0.11% | 66 |
|
|
2025
Q1 | $35.5M | Buy |
849,869
+46,142
| +6% | +$1.93M | 0.1% | 71 |
|
|
2024
Q4 | $35.3M | Buy |
803,727
+57,942
| +8% | +$2.55M | 0.1% | 69 |
|
|
2024
Q3 | $29.6M | Sell |
745,785
-61,470
| -8% | -$2.44M | 0.09% | 66 |
|
|
2024
Q2 | $32.1M | Buy |
807,255
+100,542
| +14% | +$4M | 0.11% | 60 |
|
|
2024
Q1 | $26.8M | Buy |
706,713
+38,650
| +6% | +$1.47M | 0.09% | 64 |
|
|
2023
Q4 | $22.5M | Buy |
668,063
+263,914
| +65% | +$8.89M | 0.09% | 66 |
|
|
2023
Q3 | $11.1M | Buy |
404,149
+20,999
| +5% | +$575K | 0.05% | 113 |
|
|
2023
Q2 | $11M | Buy |
383,150
+47,114
| +14% | +$1.35M | 0.05% | 116 |
|
|
2023
Q1 | $9.61M | Sell |
336,036
-212,216
| -39% | -$6.07M | 0.04% | 118 |
|
|
2022
Q4 | $18.2M | Sell |
548,252
-33,321
| -6% | -$1.1M | 0.09% | 61 |
|
|
2022
Q3 | $17.6M | Buy |
581,573
+15,367
| +3% | +$464K | 0.09% | 59 |
|
|
2022
Q2 | $17.6M | Buy |
566,206
+32,676
| +6% | +$1.02M | 0.09% | 64 |
|
|
2022
Q1 | $22M | Sell |
533,530
-137,384
| -20% | -$5.66M | 0.1% | 50 |
|
|
2021
Q4 | $29.8M | Buy |
670,914
+120,845
| +22% | +$5.38M | 0.13% | 36 |
|
|
2021
Q3 | $23.4M | Buy |
550,069
+54,104
| +11% | +$2.3M | 0.11% | 40 |
|
|
2021
Q2 | $20.4M | Buy |
495,965
+27,110
| +6% | +$1.12M | 0.1% | 40 |
|
|
2021
Q1 | $18.1M | Buy |
468,855
+35,280
| +8% | +$1.36M | 0.1% | 41 |
|
|
2020
Q4 | $13.1M | Buy |
433,575
+6,807
| +2% | +$206K | 0.08% | 44 |
|
|
2020
Q3 | $10.3M | Buy |
426,768
+878
| +0.2% | +$21.2K | 0.07% | 49 |
|
|
2020
Q2 | $10.1M | Buy |
425,890
+34,194
| +9% | +$812K | 0.08% | 45 |
|
|
2020
Q1 | $8.32M | Sell |
391,696
-136,684
| -26% | -$2.9M | 0.08% | 48 |
|
|
2019
Q4 | $18.6M | Buy |
528,380
+51,569
| +11% | +$1.82M | 0.14% | 29 |
|
|
2019
Q3 | $13.9M | Buy |
476,811
+37,670
| +9% | +$1.1M | 0.12% | 34 |
|
|
2019
Q2 | $12.7M | Sell |
439,141
-19,218
| -4% | -$557K | 0.11% | 33 |
|
|
2019
Q1 | $12.6M | Buy |
458,359
+18,024
| +4% | +$497K | 0.12% | 33 |
|
|
2018
Q4 | $10.9M | Buy |
+440,335
| New | +$10.9M | 0.12% | 37 |
|