Alpha Omega 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
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $973K | Sell |
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|
2023
Q3 | $816K | Sell |
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|
2023
Q2 | $921K | Buy |
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|
2023
Q1 | $917K | Buy |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $967K | Buy |
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|
2022
Q2 | $992K | Buy |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $914K | Buy |
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|
2020
Q3 | $696K | Sell |
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|
2020
Q2 | $736K | Sell |
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|
2020
Q1 | $672K | Sell |
|
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $615K | Sell |
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|
2019
Q1 | $607K | Sell |
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|
2018
Q4 | $567K | Sell |
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|
2018
Q3 | $685K | Sell |
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|
2018
Q2 | $663K | Buy |
|
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|
2018
Q1 | $633K | Sell |
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|
2017
Q4 | $631K | Sell |
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|
2017
Q3 | $546K | Sell |
|
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|
2017
Q2 | $613K | Buy |
|
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|
2017
Q1 | $595K | Sell |
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|
2016
Q4 | $584K | Buy |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $12K | Buy |
|