Wetzel Investment Advisors’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
Q1 | – | Sell |
-4,726
| Closed | -$208K | – | 123 |
|
|
2024
Q4 | $208K | Buy |
+4,726
| New | +$208K | 0.1% | 117 |
|
|
2024
Q3 | – | Sell |
-4,183
| Closed | -$159K | – | 191 |
|
|
2024
Q2 | $159K | Sell |
4,183
-1,480
| -26% | -$56.1K | 0.09% | 137 |
|
|
2024
Q1 | $203K | Sell |
5,663
-125
| -2% | -$4.47K | 0.12% | 113 |
|
|
2023
Q4 | $195K | Buy |
+5,788
| New | +$195K | 0.12% | 110 |
|