West Family Investments’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 | $1.35M | Buy |
28,437
+9,411
| +49% | +$445K | 0.35% | 57 |
|
|
2025
Q1 | $794K | Sell |
19,026
-1,641
| -8% | -$68.5K | 0.3% | 69 |
|
|
2024
Q4 | $908K | Sell |
20,667
-298
| -1% | -$13.1K | 0.32% | 62 |
|
|
2024
Q3 | $832K | Buy |
20,965
+4,806
| +30% | +$191K | 0.28% | 69 |
|
|
2024
Q2 | $643K | Hold |
16,159
| – | – | 0.19% | 90 |
|
|
2024
Q1 | $613K | Buy |
+16,159
| New | +$613K | 0.19% | 94 |
|
|
2023
Q4 | – | Sell |
-16,959
| Closed | -$464K | – | 242 |
|
|
2023
Q3 | $464K | Buy |
+16,959
| New | +$464K | 0.16% | 101 |
|
|
2023
Q1 | – | Sell |
-12,896
| Closed | -$427K | – | 206 |
|
|
2022
Q4 | $427K | Sell |
12,896
-9,054
| -41% | -$300K | 0.15% | 114 |
|
|
2022
Q3 | $663K | Buy |
+21,950
| New | +$663K | 0.28% | 78 |
|
|
2022
Q2 | – | Sell |
-21,324
| Closed | -$879K | – | 234 |
|
|
2022
Q1 | $879K | Sell |
21,324
-775
| -4% | -$31.9K | 0.25% | 67 |
|
|
2021
Q4 | $983K | Sell |
22,099
-1,930
| -8% | -$85.9K | 0.27% | 67 |
|
|
2021
Q3 | $1.02M | Buy |
24,029
+2,165
| +10% | +$91.9K | 0.26% | 61 |
|
|
2021
Q2 | $901K | Buy |
+21,864
| New | +$901K | 0.24% | 60 |
|