Adero 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
Q1 | $353K | Buy |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $802K | Buy |
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|
2022
Q2 | $693K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $463K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Buy |
|