9258 Wealth Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$2.61M Buy
2024
Q2
$2.61M Sell
2024
Q1
$2.65M Buy
2023
Q4
$2.35M Sell
2023
Q3
$1.96M Sell
2023
Q2
$2.08M Sell
2023
Q1
$2.1M Sell
2022
Q4
$2.43M Buy
2022
Q3
$2.02M Buy
2022
Q2
$2.04M Sell
2022
Q1
$2.79M Buy
2021
Q4
$2.86M Buy
2021
Q3
$2.53M Sell
2021
Q2
$2.54M Buy
2021
Q1
$2.31M Sell
2020
Q4
$1.81M Buy
2020
Q3
$1.4M Buy
2020
Q2
$1.36M Sell
2020
Q1
$1.38M Buy
2019
Q4
$1.97M Buy
2019
Q3
$1.61M Buy
2019
Q2
$1.59M Buy
2019
Q1
$1.33M Sell
2018
Q4
$1.39M Buy