Accel 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 | $793K | Sell |
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|
2025
Q2 | $764K | Sell |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $750K | Sell |
|
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|
2024
Q3 | $720K | Sell |
|
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|
2024
Q2 | $740K | Sell |
|
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|
2024
Q1 | $726K | Sell |
|
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|
2023
Q4 | $646K | Buy |
|
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $575K | Buy |
|
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|
2023
Q1 | $571K | Sell |
|
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $662K | Sell |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $834K | Sell |
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|
2021
Q4 | $909K | Buy |
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|
2021
Q3 | $841K | Buy |
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|
2021
Q2 | $803K | Buy |
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|
2021
Q1 | $751K | Buy |
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|
2020
Q4 | $580K | Buy |
|