Abound 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $289K | Buy |
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|
2025
Q2 | $257K | Sell |
|
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|
2025
Q1 | $228K | Sell |
|
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|
2024
Q4 | $261K | Buy |
|
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|
2024
Q3 | $228K | Sell |
|
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|
2024
Q2 | $237K | Sell |
|
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|
2024
Q1 | $226K | Buy |
|
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|
2023
Q4 | $200K | Sell |
|
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|
2023
Q3 | $164K | Sell |
|
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|
2023
Q2 | $510K | Buy |
|
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|
2023
Q1 | $498K | Sell |
|
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|
2022
Q4 | $595K | Buy |
|
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|
2022
Q3 | $521K | Buy |
|
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|
2022
Q2 | $528K | Buy |
|
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|
2022
Q1 | $690K | Buy |
|
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|
2021
Q4 | $745K | Buy |
|