Amplius 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 | $419K | Sell |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $427K | Hold |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $313K | Buy |
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