Westmount Partners’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 | $1.06M | Buy |
22,380
+16
| +0.1% | +$757 | 0.29% | 71 |
|
|
2025
Q1 | $933K | Sell |
22,364
-81
| -0.4% | -$3.38K | 0.28% | 76 |
|
|
2024
Q4 | $986K | Buy |
22,445
+2,094
| +10% | +$92K | 0.3% | 67 |
|
|
2024
Q3 | $808K | Sell |
20,351
-4,165
| -17% | -$165K | 0.24% | 86 |
|
|
2024
Q2 | $981K | Sell |
24,516
-122
| -0.5% | -$4.88K | 0.32% | 65 |
|
|
2024
Q1 | $934K | Buy |
24,638
+1,151
| +5% | +$43.6K | 0.34% | 64 |
|
|
2023
Q4 | $791K | Sell |
23,487
-357
| -1% | -$12K | 0.32% | 67 |
|
|
2023
Q3 | $653K | Buy |
23,844
+698
| +3% | +$19.1K | 0.29% | 82 |
|
|
2023
Q2 | $664K | Buy |
23,146
+2,530
| +12% | +$72.6K | 0.29% | 76 |
|
|
2023
Q1 | $590K | Sell |
20,616
-311
| -1% | -$8.9K | 0.27% | 83 |
|
|
2022
Q4 | $693K | Buy |
+20,927
| New | +$693K | 0.36% | 66 |
|