Wellspring Financial 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
Q2 | $874K | Buy |
18,472
+7,871
| +74% | +$372K | 0.09% | 67 |
|
|
2025
Q1 | $442K | Sell |
10,601
-99
| -0.9% | -$4.13K | 0.05% | 78 |
|
|
2024
Q4 | $470K | Sell |
10,700
-6,128
| -36% | -$269K | 0.05% | 76 |
|
|
2024
Q3 | $668K | Buy |
16,828
+6,252
| +59% | +$248K | 0.08% | 70 |
|
|
2024
Q2 | $421K | Buy |
10,576
+751
| +8% | +$29.9K | 0.06% | 87 |
|
|
2024
Q1 | $373K | Buy |
9,825
+897
| +10% | +$34K | 0.06% | 87 |
|
|
2023
Q4 | $301K | Sell |
8,928
-147
| -2% | -$4.95K | 0.07% | 96 |
|
|
2023
Q3 | $248K | Buy |
+9,075
| New | +$248K | 0.07% | 97 |
|
|
2023
Q2 | – | Sell |
-23,521
| Closed | -$673K | – | 118 |
|
|
2023
Q1 | $673K | Buy |
23,521
+17,221
| +273% | +$493K | 0.2% | 58 |
|
|
2022
Q4 | $209K | Buy |
+6,300
| New | +$209K | 0.07% | 103 |
|
|
2022
Q2 | – | Sell |
-3,241
| Closed | -$134K | – | 107 |
|
|
2022
Q1 | $134K | Buy |
+3,241
| New | +$134K | 0.04% | 117 |
|