Atlas Private 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
$397K Sell
2025
Q1
$364K Buy
2024
Q4
$315K Hold
2024
Q3
$284K Hold
2024
Q2
$285K Buy
2024
Q1
Sell
2023
Q4
$252K Sell
2023
Q3
$226K Hold
2023
Q2
$237K Buy
2022
Q1
Sell
2021
Q4
$280K Sell
2021
Q3
$315K Sell
2021
Q2
$322K Sell
2021
Q1
$327K Sell
2020
Q4
$260K Sell
2020
Q3
$216K Sell
2020
Q2
$281K Buy