Western 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 | $4.27M | Buy |
90,319
+5,196
| +6% | +$246K | 0.25% | 83 |
|
|
2025
Q1 | $3.55M | Buy |
85,123
+2,295
| +3% | +$95.8K | 0.24% | 86 |
|
|
2024
Q4 | $3.64M | Buy |
82,828
+884
| +1% | +$38.9K | 0.24% | 82 |
|
|
2024
Q3 | $3.25M | Buy |
81,944
+229
| +0.3% | +$9.09K | 0.19% | 109 |
|
|
2024
Q2 | $3.25M | Sell |
81,715
-72
| -0.1% | -$2.86K | 0.24% | 81 |
|
|
2024
Q1 | $3.1M | Sell |
81,787
-5,222
| -6% | -$198K | 0.24% | 83 |
|
|
2023
Q4 | $2.93M | Buy |
87,009
+158
| +0.2% | +$5.32K | 0.21% | 97 |
|
|
2023
Q3 | $2.38M | Buy |
86,851
+5,279
| +6% | +$145K | 0.2% | 106 |
|
|
2023
Q2 | $2.34M | Sell |
81,572
-4,186
| -5% | -$120K | 0.2% | 110 |
|
|
2023
Q1 | $2.45M | Buy |
85,758
+2,573
| +3% | +$73.6K | 0.23% | 103 |
|
|
2022
Q4 | $2.76M | Sell |
83,185
-17,345
| -17% | -$574K | 0.28% | 89 |
|
|
2022
Q3 | $3.08M | Buy |
100,530
+7,882
| +9% | +$241K | 0.18% | 126 |
|
|
2022
Q2 | $2.89M | Sell |
92,648
-11,966
| -11% | -$373K | 0.17% | 138 |
|
|
2022
Q1 | $4.31M | Buy |
104,614
+48,240
| +86% | +$1.99M | 0.21% | 103 |
|
|
2021
Q4 | $2.51M | Buy |
+56,374
| New | +$2.51M | 0.25% | 91 |
|
|
2021
Q2 | $2.31M | Buy |
56,068
+4,819
| +9% | +$198K | 0.24% | 98 |
|
|
2021
Q1 | $1.98M | Sell |
51,249
-1,500
| -3% | -$58K | 0.27% | 84 |
|
|
2020
Q4 | $1.6M | Sell |
52,749
-1,557
| -3% | -$47.2K | 0.23% | 103 |
|
|
2020
Q3 | $1.31M | Buy |
54,306
+484
| +0.9% | +$11.7K | 0.21% | 109 |
|
|
2020
Q2 | $1.28M | Sell |
53,822
-466
| -0.9% | -$11.1K | 0.23% | 108 |
|
|
2020
Q1 | $1.14M | Buy |
54,288
+1,610
| +3% | +$33.7K | 0.26% | 90 |
|
|
2019
Q4 | $1.86M | Sell |
52,678
-3,857
| -7% | -$136K | 0.28% | 83 |
|
|
2019
Q3 | $1.65M | Buy |
56,535
+254
| +0.5% | +$7.42K | 0.34% | 67 |
|
|
2019
Q2 | $1.64M | Sell |
56,281
-15,015
| -21% | -$437K | 0.22% | 94 |
|
|
2019
Q1 | $1.97M | Sell |
71,296
-1,834
| -3% | -$50.7K | 0.44% | 50 |
|
|
2018
Q4 | $1.81M | Buy |
+73,130
| New | +$1.81M | 0.49% | 40 |
|