WMG Financial 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
Q2 | $306K | Buy |
6,463
+86
| +1% | +$4.07K | 0.11% | 126 |
|
|
2025
Q1 | $266K | Buy |
6,377
+151
| +2% | +$6.3K | 0.11% | 129 |
|
|
2024
Q4 | $274K | Sell |
6,226
-303
| -5% | -$13.3K | 0.12% | 123 |
|
|
2024
Q3 | $259K | Buy |
6,529
+330
| +5% | +$13.1K | 0.12% | 134 |
|
|
2024
Q2 | $247K | Buy |
6,199
+906
| +17% | +$36K | 0.13% | 128 |
|
|
2024
Q1 | $201K | Buy |
+5,293
| New | +$201K | 0.11% | 138 |
|
|
2022
Q2 | – | Sell |
-5,212
| Closed | -$215K | – | 148 |
|
|
2022
Q1 | $215K | Buy |
5,212
+226
| +5% | +$9.32K | 0.16% | 159 |
|
|
2021
Q4 | $222K | Buy |
+4,986
| New | +$222K | 0.17% | 156 |
|