Aprio 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 | $1.67M | Buy |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $973K | Buy |
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|
2023
Q4 | $818K | Buy |
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|
2023
Q3 | $525K | Sell |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $672K | Buy |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $601K | Buy |
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|
2021
Q4 | $590K | Sell |
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|
2021
Q3 | $586K | Buy |
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|
2021
Q2 | $410K | Buy |
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|
2020
Q4 | $382K | Sell |
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|
2020
Q3 | $351K | Buy |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $297K | Buy |
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|
2019
Q4 | $248K | Buy |
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