Widmann Financial Services’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 | $340K | Hold |
7,178
| – | – | 0.24% | 79 |
|
|
2025
Q1 | $300K | Hold |
7,178
| – | – | 0.23% | 81 |
|
|
2024
Q4 | $315K | Hold |
7,178
| – | – | 0.24% | 76 |
|
|
2024
Q3 | $285K | Sell |
7,178
-470
| -6% | -$18.7K | 0.22% | 82 |
|
|
2024
Q2 | $304K | Sell |
7,648
-270
| -3% | -$10.7K | 0.25% | 76 |
|
|
2024
Q1 | $300K | Sell |
7,918
-578
| -7% | -$21.9K | 0.25% | 73 |
|
|
2023
Q4 | $286K | Buy |
8,496
+498
| +6% | +$16.8K | 0.26% | 75 |
|
|
2023
Q3 | $219K | Buy |
7,998
+845
| +12% | +$23.1K | 0.22% | 77 |
|
|
2023
Q2 | $205K | Sell |
7,153
-242
| -3% | -$6.94K | 0.2% | 80 |
|
|
2023
Q1 | $212K | Buy |
7,395
+296
| +4% | +$8.47K | 0.21% | 74 |
|
|
2022
Q4 | $235K | Buy |
7,099
+2
| +0% | +$66 | 0.25% | 71 |
|
|
2022
Q3 | $214K | Buy |
7,097
+36
| +0.5% | +$1.09K | 0.24% | 74 |
|
|
2022
Q2 | $219K | Buy |
7,061
+1,002
| +17% | +$31.1K | 0.23% | 76 |
|
|
2022
Q1 | $249K | Buy |
6,059
+1
| +0% | +$41 | 0.22% | 72 |
|
|
2021
Q4 | $269K | Buy |
+6,058
| New | +$269K | 0.22% | 75 |
|