AmeriServ Wealth Advisors’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 | $253K | Hold |
|
|||||
|
2025
Q2 | $232K | Hold |
|
|||||
|
2025
Q1 | $204K | Hold |
|
|||||
|
2024
Q4 | $215K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $213K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $200K | Buy |
|
|||||
|
2022
Q1 | $234K | Hold |
|
|||||
|
2021
Q4 | $253K | Hold |
|
|||||
|
2021
Q3 | $241K | Hold |
|
|||||
|
2021
Q2 | $234K | Hold |
|
|||||
|
2021
Q1 | $220K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $339K | Buy |
|
|||||
|
2018
Q4 | $298K | Sell |
|
|||||
|
2018
Q3 | $448K | Sell |
|
|||||
|
2018
Q2 | $436K | Buy |
|
|||||
|
2018
Q1 | $387K | Buy |
|
|||||
|
2017
Q4 | $360K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $61K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $721K | Buy |
|
|||||
|
2014
Q3 | $602K | Hold |
|
|||||
|
2014
Q2 | $543K | Sell |
|
|||||
|
2014
Q1 | $770K | Sell |
|
|||||
|
2013
Q4 | $1.26M | Buy |
|
|||||
|
2013
Q3 | $1.05M | Buy |
|
|||||
|
2013
Q2 | $816K | Buy |
|