Wealthstar Advisors’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
Q1 | – | Sell |
-17,630
| Closed | -$775K | – | 135 |
|
|
2024
Q4 | $775K | Buy |
+17,630
| New | +$775K | 0.34% | 56 |
|
|
2024
Q2 | – | Sell |
-17,221
| Closed | -$653K | – | 37 |
|
|
2024
Q1 | $653K | Buy |
17,221
+200
| +1% | +$7.58K | 0.23% | 57 |
|
|
2023
Q4 | $573K | Sell |
17,021
-100
| -0.6% | -$3.37K | 0.09% | 59 |
|
|
2023
Q3 | $469K | Sell |
17,121
-800
| -4% | -$21.9K | 0.18% | 61 |
|
|
2023
Q2 | $514K | Buy |
17,921
+109
| +0.6% | +$3.13K | 0.22% | 42 |
|
|
2023
Q1 | $509K | Buy |
17,812
+91
| +0.5% | +$2.6K | 0.19% | 43 |
|
|
2022
Q4 | $587K | Hold |
17,721
| – | – | 0.27% | 41 |
|
|
2022
Q3 | $536K | Hold |
17,721
| – | – | 0.26% | 42 |
|
|
2022
Q2 | $552K | Sell |
17,721
-300
| -2% | -$9.35K | 0.21% | 51 |
|
|
2022
Q1 | $743K | Buy |
18,021
+352
| +2% | +$14.5K | 0.28% | 49 |
|
|
2021
Q4 | $785K | Buy |
17,669
+33
| +0.2% | +$1.47K | 0.27% | 39 |
|
|
2021
Q3 | $749K | Hold |
17,636
| – | – | 0.23% | 42 |
|
|
2021
Q2 | $727K | Buy |
+17,636
| New | +$727K | 0.23% | 45 |
|
|
2020
Q1 | – | Sell |
-7,457
| Closed | -$263K | – | 65 |
|
|
2019
Q4 | $263K | Sell |
7,457
-68
| -0.9% | -$2.4K | 0.16% | 41 |
|
|
2019
Q3 | $219K | Buy |
7,525
+3
| +0% | +$87 | 0.12% | 58 |
|
|
2019
Q2 | $218K | Buy |
+7,522
| New | +$218K | 0.13% | 54 |
|
|
2018
Q4 | – | Sell |
-7,427
| Closed | -$218K | – | 57 |
|
|
2018
Q3 | $218K | Buy |
7,427
+408
| +6% | +$12K | 0.13% | 54 |
|
|
2018
Q2 | $221K | Hold |
7,019
| – | – | 0.07% | 54 |
|
|
2018
Q1 | $210K | Buy |
+7,019
| New | +$210K | 0.06% | 46 |
|