Ascent Wealth Partners’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 | $755K | Hold |
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|
2025
Q2 | $693K | Sell |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $626K | Buy |
|
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $437K | Buy |
|
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $622K | Sell |
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|
2021
Q4 | $701K | Sell |
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|
2021
Q3 | $685K | Buy |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $596K | Buy |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $326K | Buy |
|
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $495K | Sell |
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|
2019
Q4 | $885K | Buy |
|
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|
2019
Q3 | $729K | Sell |
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|
2019
Q2 | $726K | Sell |
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|
2019
Q1 | $700K | Sell |
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|
2018
Q4 | $627K | Sell |
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|
2018
Q3 | $750K | Buy |
|
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|
2018
Q2 | $714K | Sell |
|
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|
2018
Q1 | $766K | Sell |
|
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|
2017
Q4 | $876K | Sell |
|
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|
2017
Q3 | $769K | Buy |
|
|||||
|
2017
Q2 | $727K | Buy |
|
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|
2017
Q1 | $696K | Buy |
|
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|
2016
Q4 | $651K | Buy |
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|
2016
Q3 | $456K | Buy |
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|
2016
Q2 | $387K | Buy |
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|
2016
Q1 | $393K | Buy |
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|
2015
Q4 | $488K | Buy |
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|
2015
Q3 | $281K | Buy |
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|
2015
Q2 | $306K | Buy |
|
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|
2015
Q1 | $275K | Sell |
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|
2014
Q4 | $320K | Buy |
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|
2014
Q3 | $297K | Buy |
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|
2014
Q2 | $214K | Buy |
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