West Wealth Group’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 | $356K | Buy |
7,844
+1,333
| +20% | +$60.6K | 0.09% | 75 |
|
|
2025
Q1 | $270K | Sell |
6,511
-658
| -9% | -$27.3K | 0.08% | 82 |
|
|
2024
Q4 | $315K | Buy |
7,169
+652
| +10% | +$28.7K | 0.09% | 67 |
|
|
2024
Q3 | $259K | Sell |
6,517
-67
| -1% | -$2.66K | 0.08% | 73 |
|
|
2024
Q2 | $262K | Buy |
6,584
+140
| +2% | +$5.57K | 0.09% | 68 |
|
|
2024
Q1 | $244K | Buy |
6,444
+34
| +0.5% | +$1.29K | 0.09% | 73 |
|
|
2023
Q4 | $216K | Buy |
+6,410
| New | +$216K | 0.09% | 77 |
|
|
2022
Q1 | – | Sell |
-4,691
| Closed | -$208K | – | 64 |
|
|
2021
Q4 | $208K | Buy |
+4,691
| New | +$208K | 0.08% | 60 |
|