Westshore Wealth’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 | $394K | Sell |
8,336
-123
| -1% | -$5.82K | 0.15% | 58 |
|
|
2025
Q1 | $353K | Sell |
8,459
-50
| -0.6% | -$2.09K | 0.15% | 62 |
|
|
2024
Q4 | $374K | Hold |
8,509
| – | – | 0.15% | 56 |
|
|
2024
Q3 | $338K | Sell |
8,509
-159
| -2% | -$6.31K | 0.14% | 61 |
|
|
2024
Q2 | $345K | Sell |
8,668
-52
| -0.6% | -$2.07K | 0.14% | 54 |
|
|
2024
Q1 | $331K | Sell |
8,720
-53
| -0.6% | -$2.01K | 0.14% | 60 |
|
|
2023
Q4 | $295K | Sell |
8,773
-143
| -2% | -$4.82K | 0.14% | 59 |
|
|
2023
Q3 | $244K | Sell |
8,916
-857
| -9% | -$23.5K | 0.14% | 70 |
|
|
2023
Q2 | $280K | Sell |
9,773
-263
| -3% | -$7.55K | 0.14% | 72 |
|
|
2023
Q1 | $287K | Buy |
10,036
+362
| +4% | +$10.4K | 0.15% | 72 |
|
|
2022
Q4 | $320K | Hold |
9,674
| – | – | 0.18% | 64 |
|
|
2022
Q3 | $292K | Hold |
9,674
| – | – | 0.2% | 56 |
|
|
2022
Q2 | $301K | Sell |
9,674
-5,184
| -35% | -$161K | 0.2% | 60 |
|
|
2022
Q1 | $612K | Buy |
14,858
+318
| +2% | +$13.1K | 0.41% | 29 |
|
|
2021
Q4 | $647K | Buy |
14,540
+6,395
| +79% | +$285K | 0.44% | 30 |
|
|
2021
Q3 | $346K | Buy |
8,145
+201
| +3% | +$8.54K | 0.28% | 55 |
|
|
2021
Q2 | $328K | Buy |
7,944
+50
| +0.6% | +$2.06K | 0.17% | 89 |
|
|
2021
Q1 | $305K | Buy |
+7,894
| New | +$305K | 0.17% | 89 |
|