Apexium Financial’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 | $906K | Buy |
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|
2025
Q2 | $716K | Buy |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $619K | Buy |
|
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|
2024
Q3 | $557K | Buy |
|
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|
2024
Q2 | $549K | Buy |
|
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|
2024
Q1 | $516K | Buy |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $362K | Buy |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | $348K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $955K | Buy |
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