World Equity Group’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 | $2.84M | Buy |
60,069
+59
| +0.1% | +$2.79K | 0.78% | 28 |
|
|
2025
Q1 | $2.47M | Buy |
60,010
+859
| +1% | +$35.3K | 0.71% | 32 |
|
|
2024
Q4 | $2.6M | Buy |
59,151
+240
| +0.4% | +$10.5K | 0.56% | 43 |
|
|
2024
Q3 | $2.34M | Sell |
58,911
-30,676
| -34% | -$1.22M | 0.84% | 27 |
|
|
2024
Q2 | $3.56M | Sell |
89,587
-109,483
| -55% | -$4.35M | 1.06% | 21 |
|
|
2024
Q1 | $7.55M | Sell |
199,070
-6,832
| -3% | -$259K | 1.55% | 10 |
|
|
2023
Q4 | $6.76M | Buy |
205,902
+2,682
| +1% | +$88.1K | 1.36% | 10 |
|
|
2023
Q3 | $5.56M | Buy |
203,220
+104,034
| +105% | +$2.85M | 1.16% | 11 |
|
|
2023
Q2 | $2.85M | Buy |
99,186
+93,883
| +1,770% | +$2.69M | 0.84% | 20 |
|
|
2023
Q1 | $1.06M | Sell |
5,303
-74,288
| -93% | -$14.8M | 0.16% | 156 |
|
|
2022
Q4 | $2.64M | Buy |
79,591
+378
| +0.5% | +$12.5K | 0.63% | 45 |
|
|
2022
Q3 | $2.39M | Buy |
79,213
+4,000
| +5% | +$121K | 0.61% | 45 |
|
|
2022
Q2 | $2.34M | Buy |
75,213
+2,911
| +4% | +$90.6K | 0.59% | 43 |
|
|
2022
Q1 | $2.98M | Buy |
+72,302
| New | +$2.98M | 0.64% | 31 |
|