Angeles 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 | $2.09M | Buy |
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|
2025
Q2 | $1.9M | Buy |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.73M | Buy |
|
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|
2024
Q3 | $1.01M | Sell |
|
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|
2024
Q2 | $5.04M | Buy |
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|
2024
Q1 | $4.45M | Buy |
|
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|
2023
Q4 | $3.87M | Buy |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $267K | Sell |
|
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $282K | Buy |
|