Winch Advisory 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 | $80.7K | Buy |
1,706
+9
| +0.5% | +$426 | 0.02% | 136 |
|
|
2025
Q1 | $70.8K | Sell |
1,697
-7
| -0.4% | -$292 | 0.02% | 137 |
|
|
2024
Q4 | $74.9K | Buy |
1,704
+167
| +11% | +$7.34K | 0.02% | 133 |
|
|
2024
Q3 | $61K | Sell |
1,537
-56
| -4% | -$2.22K | 0.02% | 140 |
|
|
2024
Q2 | $63.3K | Sell |
1,593
-546
| -26% | -$21.7K | 0.02% | 130 |
|
|
2024
Q1 | $81.1K | Buy |
2,139
+12
| +0.6% | +$455 | 0.02% | 117 |
|
|
2023
Q4 | $71.6K | Buy |
2,127
+13
| +0.6% | +$438 | 0.02% | 119 |
|
|
2023
Q3 | $58K | Buy |
2,114
+166
| +9% | +$4.55K | 0.02% | 127 |
|
|
2023
Q2 | $56K | Buy |
1,948
+454
| +30% | +$13.1K | 0.02% | 125 |
|
|
2023
Q1 | $43K | Buy |
1,494
+115
| +8% | +$3.31K | 0.02% | 133 |
|
|
2022
Q4 | $46K | Buy |
1,379
+9
| +0.7% | +$300 | 0.02% | 128 |
|
|
2022
Q3 | $41K | Sell |
1,370
-150
| -10% | -$4.49K | 0.02% | 122 |
|
|
2022
Q2 | $47K | Sell |
1,520
-9
| -0.6% | -$278 | 0.02% | 124 |
|
|
2022
Q1 | $63K | Buy |
1,529
+3
| +0.2% | +$124 | 0.02% | 118 |
|
|
2021
Q4 | $68K | Buy |
1,526
+3
| +0.2% | +$134 | 0.02% | 115 |
|
|
2021
Q3 | $65K | Buy |
1,523
+7
| +0.5% | +$299 | 0.02% | 117 |
|
|
2021
Q2 | $63K | Buy |
1,516
+5
| +0.3% | +$208 | 0.02% | 116 |
|
|
2021
Q1 | $58K | Buy |
1,511
+728
| +93% | +$27.9K | 0.02% | 114 |
|
|
2020
Q4 | $24K | Buy |
783
+520
| +198% | +$15.9K | 0.01% | 144 |
|
|
2020
Q3 | $6K | Sell |
263
-147
| -36% | -$3.35K | ﹤0.01% | 249 |
|
|
2020
Q2 | $10K | Buy |
410
+151
| +58% | +$3.68K | ﹤0.01% | 193 |
|
|
2020
Q1 | $6K | Buy |
259
+51
| +25% | +$1.18K | ﹤0.01% | 204 |
|
|
2019
Q4 | $7K | Buy |
208
+1
| +0.5% | +$34 | ﹤0.01% | 229 |
|
|
2019
Q3 | $6K | Sell |
207
-214
| -51% | -$6.2K | ﹤0.01% | 224 |
|
|
2019
Q2 | $12K | Buy |
421
+156
| +59% | +$4.45K | 0.01% | 181 |
|
|
2019
Q1 | $7K | Hold |
265
| – | – | ﹤0.01% | 223 |
|
|
2018
Q4 | $7K | Hold |
265
| – | – | ﹤0.01% | 198 |
|
|
2018
Q3 | $8K | Sell |
265
-174
| -40% | -$5.25K | ﹤0.01% | 192 |
|
|
2018
Q2 | $12K | Sell |
439
-63,640
| -99% | -$1.74M | 0.01% | 178 |
|
|
2018
Q1 | $1.92M | Buy |
64,079
+14,612
| +30% | +$438K | 1.13% | 27 |
|
|
2017
Q4 | $1.46M | Buy |
49,467
+47,255
| +2,136% | +$1.39M | 0.88% | 33 |
|
|
2017
Q3 | $58K | Sell |
2,212
-7,633
| -78% | -$200K | 0.04% | 86 |
|
|
2017
Q2 | $239K | Sell |
9,845
-518
| -5% | -$12.6K | 0.15% | 75 |
|
|
2017
Q1 | $244K | Buy |
10,363
+10,313
| +20,626% | +$243K | 0.15% | 76 |
|
|
2016
Q4 | $1K | Sell |
50
-98,157
| -100% | -$1.96M | ﹤0.01% | 244 |
|
|
2016
Q3 | $1.54M | Buy |
98,207
+11,292
| +13% | +$177K | 1.25% | 30 |
|
|
2016
Q2 | $1.15M | Buy |
86,915
+86,865
| +173,730% | +$1.15M | 1.4% | 20 |
|
|
2016
Q1 | $1K | Sell |
50
-2,497
| -98% | -$49.9K | ﹤0.01% | 215 |
|
|
2015
Q4 | $43K | Buy |
2,547
+2,497
| +4,994% | +$42.2K | 0.05% | 55 |
|
|
2015
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 216 |
|
|
2015
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 266 |
|
|
2015
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 293 |
|
|
2014
Q4 | – | Sell |
-2,080
| Closed | -$35K | – | 53 |
|
|
2014
Q3 | $35K | Buy |
2,080
+6
| +0.3% | +$101 | 0.02% | 83 |
|
|
2014
Q2 | $32K | Sell |
2,074
-5
| -0.2% | -$77 | 0.02% | 108 |
|
|
2014
Q1 | $36K | Buy |
+2,079
| New | +$36K | 0.02% | 112 |
|