Abacus Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.04M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $600K | Sell |
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|
2021
Q4 | $672K | Sell |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $672K | Buy |
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|
2021
Q1 | $630K | Sell |
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|
2020
Q4 | $501K | Buy |
|