Willner & Heller’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 | $284K | Buy |
5,995
+407
| +7% | +$19.3K | 0.24% | 123 |
|
|
2025
Q1 | $233K | Buy |
5,588
+35
| +0.6% | +$1.46K | 0.22% | 135 |
|
|
2024
Q4 | $244K | Buy |
5,553
+32
| +0.6% | +$1.41K | 0.21% | 133 |
|
|
2024
Q3 | $219K | Buy |
5,521
+35
| +0.6% | +$1.39K | 0.2% | 141 |
|
|
2024
Q2 | $218K | Buy |
5,486
+67
| +1% | +$2.66K | 0.21% | 138 |
|
|
2024
Q1 | $205K | Buy |
+5,419
| New | +$205K | 0.2% | 136 |
|
|
2022
Q2 | – | Sell |
-5,195
| Closed | -$231K | – | 118 |
|
|
2022
Q1 | $231K | Sell |
5,195
-207
| -4% | -$9.2K | 0.28% | 124 |
|
|
2021
Q4 | $229K | Buy |
+5,402
| New | +$229K | 0.3% | 125 |
|