WealthShield 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 | $757K | Buy |
15,994
+35
| +0.2% | +$1.66K | 0.09% | 198 |
|
|
2025
Q1 | $666K | Buy |
15,959
+8,734
| +121% | +$364K | 0.09% | 198 |
|
|
2024
Q4 | $318K | Sell |
7,225
-1,183
| -14% | -$52K | 0.05% | 243 |
|
|
2024
Q3 | $334K | Sell |
8,408
-4,805
| -36% | -$191K | 0.05% | 238 |
|
|
2024
Q2 | $526K | Sell |
13,213
-213
| -2% | -$8.47K | 0.08% | 201 |
|
|
2024
Q1 | $511K | Sell |
13,426
-1,751
| -12% | -$66.7K | 0.08% | 192 |
|
|
2023
Q4 | $511K | Buy |
15,177
+1,530
| +11% | +$51.5K | 0.08% | 196 |
|
|
2023
Q3 | $374K | Sell |
13,647
-150
| -1% | -$4.11K | 0.06% | 226 |
|
|
2023
Q2 | $396K | Buy |
13,797
+111
| +0.8% | +$3.19K | 0.06% | 223 |
|
|
2023
Q1 | $391K | Sell |
13,686
-610
| -4% | -$17.4K | 0.06% | 224 |
|
|
2022
Q4 | $473K | Sell |
14,296
-1
| -0% | -$33 | 0.09% | 204 |
|
|
2022
Q3 | $432K | Sell |
14,297
-21
| -0.1% | -$635 | 0.09% | 212 |
|
|
2022
Q2 | $446K | Sell |
14,318
-3,244
| -18% | -$101K | 0.09% | 213 |
|
|
2022
Q1 | $724K | Buy |
17,562
+180
| +1% | +$7.42K | 0.12% | 185 |
|
|
2021
Q4 | $773K | Buy |
17,382
+3,900
| +29% | +$173K | 0.13% | 162 |
|
|
2021
Q3 | $572K | Sell |
13,482
-2,523
| -16% | -$107K | 0.15% | 129 |
|
|
2021
Q2 | $660K | Sell |
16,005
-251
| -2% | -$10.4K | 0.1% | 140 |
|
|
2021
Q1 | $629K | Sell |
16,256
-18,474
| -53% | -$715K | 0.11% | 132 |
|
|
2020
Q4 | $1.05M | Buy |
34,730
+5,693
| +20% | +$172K | 0.19% | 98 |
|
|
2020
Q3 | $699K | Buy |
29,037
+7,727
| +36% | +$186K | 0.24% | 94 |
|
|
2020
Q2 | $506K | Buy |
+21,310
| New | +$506K | 0.23% | 100 |
|
|
2020
Q1 | – | Sell |
-9,127
| Closed | -$321K | – | 269 |
|
|
2019
Q4 | $321K | Buy |
9,127
+8
| +0.1% | +$281 | 0.16% | 133 |
|
|
2019
Q3 | $266K | Buy |
9,119
+8
| +0.1% | +$233 | 0.14% | 139 |
|
|
2019
Q2 | $264K | Sell |
9,111
-1,795
| -16% | -$52K | 0.15% | 125 |
|
|
2019
Q1 | $301K | Buy |
10,906
+596
| +6% | +$16.4K | 0.17% | 106 |
|
|
2018
Q4 | $254K | Buy |
10,310
+2,032
| +25% | +$50.1K | 0.17% | 100 |
|
|
2018
Q3 | $244K | Buy |
8,278
+155
| +2% | +$4.57K | 0.14% | 113 |
|
|
2018
Q2 | $229K | Sell |
8,123
-1,139
| -12% | -$32.1K | 0.14% | 109 |
|
|
2018
Q1 | $279K | Hold |
9,262
| – | – | 0.18% | 91 |
|
|
2017
Q4 | $277K | Buy |
+9,262
| New | +$277K | 0.17% | 103 |
|