WA
WealthTrust Axiom’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
22,586
-497
| -2% | -$23.5K | 0.31% | 72 |
|
|
2025
Q1 | $963K | Sell |
23,083
-2,970
| -11% | -$124K | 0.29% | 73 |
|
|
2024
Q4 | $1.15M | Sell |
26,053
-584
| -2% | -$25.7K | 0.34% | 64 |
|
|
2024
Q3 | $1.06M | Buy |
26,637
+10,995
| +70% | +$436K | 0.31% | 74 |
|
|
2024
Q2 | $622K | Sell |
15,642
-207
| -1% | -$8.23K | 0.21% | 106 |
|
|
2024
Q1 | $601K | Sell |
15,849
-750
| -5% | -$28.4K | 0.19% | 112 |
|
|
2023
Q4 | $559K | Buy |
16,599
+681
| +4% | +$22.9K | 0.19% | 114 |
|
|
2023
Q3 | $436K | Hold |
15,918
| – | – | 0.16% | 136 |
|
|
2023
Q2 | $457K | Sell |
15,918
-793
| -5% | -$22.8K | 0.15% | 138 |
|
|
2023
Q1 | $478K | Sell |
16,711
-400
| -2% | -$11.4K | 0.16% | 124 |
|
|
2022
Q4 | $567K | Hold |
17,111
| – | – | 0.2% | 106 |
|
|
2022
Q3 | $516K | Sell |
17,111
-330
| -2% | -$9.95K | 0.2% | 106 |
|
|
2022
Q2 | $542K | Sell |
17,441
-250
| -1% | -$7.77K | 0.19% | 107 |
|
|
2022
Q1 | $729K | Hold |
17,691
| – | – | 0.23% | 92 |
|
|
2021
Q4 | $787K | Sell |
17,691
-450
| -2% | -$20K | 0.25% | 88 |
|
|
2021
Q3 | $770K | Buy |
18,141
+174
| +1% | +$7.39K | 0.26% | 88 |
|
|
2021
Q2 | $740K | Sell |
17,967
-600
| -3% | -$24.7K | 0.24% | 92 |
|
|
2021
Q1 | $718K | Sell |
18,567
-472
| -2% | -$18.3K | 0.24% | 92 |
|
|
2020
Q4 | $577K | Sell |
19,039
-1,638
| -8% | -$49.6K | 0.21% | 101 |
|
|
2020
Q3 | $498K | Buy |
20,677
+658
| +3% | +$15.8K | 0.21% | 96 |
|
|
2020
Q2 | $475K | Buy |
20,019
+455
| +2% | +$10.8K | 0.21% | 94 |
|
|
2020
Q1 | $415K | Sell |
19,564
-2,464
| -11% | -$52.3K | 0.2% | 95 |
|
|
2019
Q4 | $775K | Sell |
22,028
-15,754
| -42% | -$554K | 0.26% | 89 |
|
|
2019
Q3 | $1.1M | Sell |
37,782
-1,255
| -3% | -$36.6K | 0.39% | 67 |
|
|
2019
Q2 | $1.13M | Buy |
39,037
+83
| +0.2% | +$2.41K | 0.39% | 69 |
|
|
2019
Q1 | $1.07M | Sell |
38,954
-415
| -1% | -$11.4K | 0.38% | 66 |
|
|
2018
Q4 | $970K | Buy |
39,369
+14,987
| +61% | +$369K | 0.4% | 68 |
|
|
2018
Q3 | $718K | Buy |
24,382
+2,342
| +11% | +$69K | 0.24% | 94 |
|
|
2018
Q2 | $621K | Hold |
22,040
| – | – | 0.22% | 104 |
|
|
2018
Q1 | $660K | Buy |
22,040
+330
| +2% | +$9.88K | 0.24% | 98 |
|
|
2017
Q4 | $640K | Sell |
21,710
-400
| -2% | -$11.8K | 0.24% | 94 |
|
|
2017
Q3 | $560K | Sell |
22,110
-956
| -4% | -$24.2K | 0.21% | 101 |
|
|
2017
Q2 | $559K | Sell |
23,066
-300
| -1% | -$7.27K | 0.21% | 101 |
|
|
2017
Q1 | $551K | Buy |
23,366
+70
| +0.3% | +$1.65K | 0.2% | 104 |
|
|
2016
Q4 | $514K | Buy |
23,296
+300
| +1% | +$6.62K | 0.19% | 112 |
|
|
2016
Q3 | $359K | Buy |
22,996
+4,186
| +22% | +$65.3K | 0.13% | 134 |
|
|
2016
Q2 | $249K | Sell |
18,810
-1,448
| -7% | -$19.2K | 0.1% | 167 |
|
|
2016
Q1 | $273K | Sell |
20,258
-1,957
| -9% | -$26.4K | 0.11% | 151 |
|
|
2015
Q4 | $373K | Sell |
22,215
-1,529
| -6% | -$25.7K | 0.15% | 122 |
|
|
2015
Q3 | $369K | Buy |
23,744
+2
| +0% | +$31 | 0.15% | 113 |
|
|
2015
Q2 | $404K | Sell |
23,742
-799
| -3% | -$13.6K | 0.15% | 115 |
|
|
2015
Q1 | $377K | Sell |
24,541
-1,177
| -5% | -$18.1K | 0.13% | 126 |
|
|
2014
Q4 | $460K | Sell |
25,718
-598
| -2% | -$10.7K | 0.16% | 109 |
|
|
2014
Q3 | $448K | Buy |
26,316
+251
| +1% | +$4.27K | 0.16% | 108 |
|
|
2014
Q2 | $400K | Buy |
26,065
+1,677
| +7% | +$25.7K | 0.14% | 118 |
|
|
2014
Q1 | $419K | Sell |
24,388
-199
| -0.8% | -$3.42K | 0.15% | 105 |
|
|
2013
Q4 | $382K | Sell |
24,587
-100
| -0.4% | -$1.55K | 0.15% | 106 |
|
|
2013
Q3 | $340K | Sell |
24,687
-60
| -0.2% | -$826 | 0.14% | 112 |
|
|
2013
Q2 | $318K | Buy |
+24,747
| New | +$318K | 0.14% | 113 |
|