Atlantic Edge Private 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
Q2
$1.88M Buy
2025
Q1
$1.6M Sell
2024
Q4
$1.7M Sell
2024
Q3
$1.55M Buy
2024
Q2
$1.53M Buy
2024
Q1
$1.46M Buy
2023
Q4
$1.18M Buy