Weil Company’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 | $232K | Buy |
4,906
+29
| +0.6% | +$1.37K | 0.06% | 107 |
|
|
2025
Q1 | $204K | Hold |
4,877
| – | – | 0.06% | 104 |
|
|
2024
Q4 | $214K | Buy |
+4,877
| New | +$214K | 0.07% | 102 |
|
|
2022
Q3 | – | Sell |
-27,141
| Closed | -$845K | – | 124 |
|
|
2022
Q2 | $845K | Sell |
27,141
-341
| -1% | -$10.6K | 0.48% | 56 |
|
|
2022
Q1 | $1.13M | Sell |
27,482
-18,966
| -41% | -$782K | 0.57% | 46 |
|
|
2021
Q4 | $2.07M | Buy |
46,448
+431
| +0.9% | +$19.2K | 0.96% | 27 |
|
|
2021
Q3 | $1.95M | Buy |
46,017
+1,550
| +3% | +$65.8K | 1.02% | 27 |
|
|
2021
Q2 | $1.83M | Hold |
44,467
| – | – | 0.93% | 29 |
|
|
2021
Q1 | $1.72M | Hold |
44,467
| – | – | 0.97% | 26 |
|
|
2020
Q4 | $1.35M | Buy |
44,467
+736
| +2% | +$22.3K | 0.81% | 33 |
|
|
2020
Q3 | $1.05M | Buy |
43,731
+18,000
| +70% | +$433K | 0.77% | 32 |
|
|
2020
Q2 | $611K | Hold |
25,731
| – | – | 0.52% | 46 |
|
|
2020
Q1 | $546K | Buy |
+25,731
| New | +$546K | 0.51% | 42 |
|
|
2019
Q4 | – | Sell |
-4,069
| Closed | -$119K | – | 133 |
|
|
2019
Q3 | $119K | Buy |
+4,069
| New | +$119K | 0.09% | 126 |
|