Woodward Diversified Capital’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 | $1.87M | Buy |
39,544
+8,709
| +28% | +$412K | 0.95% | 20 |
|
|
2025
Q1 | $1.29M | Buy |
30,835
+486
| +2% | +$20.3K | 0.91% | 23 |
|
|
2024
Q4 | $1.33M | Sell |
30,349
-13,446
| -31% | -$591K | 0.98% | 20 |
|
|
2024
Q3 | $1.74M | Sell |
43,795
-585
| -1% | -$23.2K | 1.1% | 17 |
|
|
2024
Q2 | $1.76M | Buy |
44,380
+5,277
| +13% | +$210K | 1.04% | 20 |
|
|
2024
Q1 | $1.48M | Buy |
39,103
+2,323
| +6% | +$88.1K | 0.92% | 23 |
|
|
2023
Q4 | $1.24M | Sell |
36,780
-342
| -0.9% | -$11.5K | 0.78% | 28 |
|
|
2023
Q3 | $1.02M | Buy |
37,122
+2,743
| +8% | +$75.1K | 0.73% | 42 |
|
|
2023
Q2 | $986K | Sell |
34,379
-616
| -2% | -$17.7K | 0.74% | 39 |
|
|
2023
Q1 | $1M | Buy |
34,995
+244
| +0.7% | +$6.98K | 0.79% | 36 |
|
|
2022
Q4 | $1.15M | Sell |
34,751
-593
| -2% | -$19.6K | 0.93% | 24 |
|
|
2022
Q3 | $1.07M | Sell |
35,344
-381
| -1% | -$11.5K | 0.88% | 28 |
|
|
2022
Q2 | $1.11M | Sell |
35,725
-9,802
| -22% | -$305K | 0.85% | 28 |
|
|
2022
Q1 | $1.88M | Buy |
45,527
+918
| +2% | +$37.8K | 1.23% | 16 |
|
|
2021
Q4 | $1.99M | Buy |
44,609
+1,219
| +3% | +$54.2K | 1.17% | 15 |
|
|
2021
Q3 | $1.84M | Buy |
43,390
+323
| +0.7% | +$13.7K | 1.16% | 16 |
|
|
2021
Q2 | $1.78M | Sell |
43,067
-5,095
| -11% | -$210K | 1.01% | 20 |
|
|
2021
Q1 | $1.86M | Buy |
48,162
+1,259
| +3% | +$48.7K | 1.1% | 20 |
|
|
2020
Q4 | $1.42M | Buy |
+46,903
| New | +$1.42M | 0.92% | 29 |
|