Wealthspire Advisors (New York)’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 | $4.93M | Sell |
104,258
-26,952
| -21% | -$1.28M | 0.03% | 160 |
|
|
2025
Q1 | $5.48M | Sell |
131,210
-1,039
| -0.8% | -$43.4K | 0.03% | 156 |
|
|
2024
Q4 | $5.81M | Sell |
132,249
-34,381
| -21% | -$1.51M | 0.06% | 136 |
|
|
2024
Q3 | $6.61M | Buy |
166,630
+41,090
| +33% | +$1.63M | 0.07% | 129 |
|
|
2024
Q2 | $4.99M | Buy |
125,540
+6,708
| +6% | +$267K | 0.06% | 118 |
|
|
2024
Q1 | $4.51M | Buy |
118,832
+1,287
| +1% | +$48.8K | 0.06% | 118 |
|
|
2023
Q4 | $3.96M | Buy |
117,545
+7,838
| +7% | +$264K | 0.06% | 124 |
|
|
2023
Q3 | $3M | Buy |
109,707
+5,827
| +6% | +$160K | 0.05% | 134 |
|
|
2023
Q2 | $2.98M | Sell |
103,880
-3,212
| -3% | -$92.2K | 0.05% | 120 |
|
|
2023
Q1 | $3.06M | Sell |
107,092
-18,465
| -15% | -$528K | 0.05% | 121 |
|
|
2022
Q4 | $4.16M | Sell |
125,557
-9,948
| -7% | -$329K | 0.08% | 107 |
|
|
2022
Q3 | $4.09M | Buy |
135,505
+28,049
| +26% | +$847K | 0.09% | 101 |
|
|
2022
Q2 | $3.35M | Buy |
107,456
+10,098
| +10% | +$314K | 0.07% | 111 |
|
|
2022
Q1 | $4.01M | Sell |
97,358
-19,320
| -17% | -$796K | 0.09% | 85 |
|
|
2021
Q4 | $5.19M | Sell |
116,678
-27,672
| -19% | -$1.23M | 0.11% | 80 |
|
|
2021
Q3 | $6.13M | Buy |
144,350
+71,437
| +98% | +$3.03M | 0.13% | 83 |
|
|
2021
Q2 | $3.01M | Sell |
72,913
-95,211
| -57% | -$3.93M | 0.08% | 86 |
|
|
2021
Q1 | $6.51M | Buy |
168,124
+76,384
| +83% | +$2.96M | 0.15% | 77 |
|
|
2020
Q4 | $2.78M | Buy |
91,740
+42,608
| +87% | +$1.29M | 0.08% | 108 |
|
|
2020
Q3 | $1.18M | Buy |
49,132
+5,464
| +13% | +$132K | 0.07% | 114 |
|
|
2020
Q2 | $1.04M | Sell |
43,668
-72,979
| -63% | -$1.73M | 0.07% | 103 |
|
|
2020
Q1 | $2.48M | Buy |
116,647
+87,004
| +294% | +$1.85M | 0.1% | 111 |
|
|
2019
Q4 | $1.04M | Buy |
29,643
+7,566
| +34% | +$266K | 0.08% | 61 |
|
|
2019
Q3 | $644K | Buy |
+22,077
| New | +$644K | 0.05% | 71 |
|
|
2019
Q1 | – | Sell |
-5,794
| Closed | -$143K | – | 115 |
|
|
2018
Q4 | $143K | Buy |
+5,794
| New | +$143K | 0.01% | 86 |
|