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