Western Pacific Wealth Management’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 | $47.5K | Sell |
1,003
-3,519
| -78% | -$167K | 0.05% | 135 |
|
|
2025
Q1 | $189K | Hold |
4,522
| – | – | 0.17% | 65 |
|
|
2024
Q4 | $199K | Hold |
4,522
| – | – | 0.16% | 64 |
|
|
2024
Q3 | $179K | Buy |
4,522
+1
| +0% | +$40 | 0.12% | 68 |
|
|
2024
Q2 | $180K | Buy |
4,521
+1
| +0% | +$40 | 0.14% | 55 |
|
|
2024
Q1 | $171K | Buy |
4,520
+1
| +0% | +$38 | 0.12% | 64 |
|
|
2023
Q4 | $152K | Buy |
4,519
+1
| +0% | +$34 | 0.11% | 61 |
|
|
2023
Q3 | $124K | Buy |
4,518
+2,491
| +123% | +$68.2K | 0.1% | 66 |
|
|
2023
Q2 | $58.2K | Hold |
2,027
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $58K | Sell |
2,027
-455
| -18% | -$13K | 0.04% | 132 |
|
|
2022
Q4 | $82.2K | Buy |
2,482
+964
| +64% | +$31.9K | 0.07% | 88 |
|
|
2022
Q3 | $45K | Hold |
1,518
| – | – | 0.04% | 105 |
|
|
2022
Q2 | $47K | Hold |
1,518
| – | – | 0.05% | 76 |
|
|
2022
Q1 | $62K | Hold |
1,518
| – | – | 0.05% | 81 |
|
|
2021
Q4 | $67K | Buy |
+1,518
| New | +$67K | 0.04% | 88 |
|