Arbor Trust 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
Q2 | $321K | Sell |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $392K | Hold |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $337K | Hold |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $345K | Buy |
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|
2021
Q1 | $272K | Buy |
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