Wedmont Private Capital’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 | $3.11M | Buy |
66,386
+1,419
| +2% | +$66.5K | 0.13% | 93 |
|
|
2025
Q1 | $2.34M | Sell |
64,967
-1,265
| -2% | -$45.5K | 0.12% | 97 |
|
|
2024
Q4 | $2.99M | Buy |
66,232
+7,708
| +13% | +$348K | 0.16% | 77 |
|
|
2024
Q3 | $2.34M | Sell |
58,524
-621
| -1% | -$24.8K | 0.13% | 91 |
|
|
2024
Q2 | $2.46M | Buy |
59,145
+6,053
| +11% | +$252K | 0.15% | 83 |
|
|
2024
Q1 | $2M | Buy |
53,092
+3,527
| +7% | +$133K | 0.15% | 92 |
|
|
2023
Q4 | $1.69M | Buy |
49,565
+794
| +2% | +$27.1K | 0.14% | 96 |
|
|
2023
Q3 | $1.28M | Buy |
48,771
+3,810
| +8% | +$100K | 0.13% | 100 |
|
|
2023
Q2 | $1.31M | Buy |
44,961
+6,848
| +18% | +$199K | 0.14% | 95 |
|
|
2023
Q1 | $1.06M | Buy |
38,113
+7,449
| +24% | +$208K | 0.14% | 100 |
|
|
2022
Q4 | $1.06M | Sell |
30,664
-4,376
| -12% | -$151K | 0.16% | 96 |
|
|
2022
Q3 | $1.06M | Buy |
35,040
+7,296
| +26% | +$220K | 0.21% | 75 |
|
|
2022
Q2 | $864K | Buy |
27,744
+2,821
| +11% | +$87.9K | 0.19% | 83 |
|
|
2022
Q1 | $1.02M | Buy |
24,923
+4,843
| +24% | +$198K | 0.23% | 75 |
|
|
2021
Q4 | $979K | Buy |
+20,080
| New | +$979K | 0.3% | 62 |
|