Badgley Phelps Wealth Managers’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 | $35.6M | Sell |
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|
2025
Q2 | $33.1M | Sell |
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|
2025
Q1 | $31.2M | Buy |
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|
2024
Q4 | $32.7M | Buy |
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|
2024
Q3 | $28.9M | Buy |
|
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|
2024
Q2 | $29M | Buy |
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|
2024
Q1 | $26.8M | Buy |
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|
2023
Q4 | $22.4M | Buy |
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|
2023
Q3 | $17.2M | Buy |
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|
2023
Q2 | $17.1M | Buy |
|
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|
2023
Q1 | $16.7M | Buy |
|
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|
2022
Q4 | $18.7M | Sell |
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|
2022
Q3 | $17.2M | Buy |
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|
2022
Q2 | $17.3M | Sell |
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|
2022
Q1 | $23.2M | Sell |
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|
2021
Q4 | $25.2M | Buy |
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|
2021
Q3 | $23.4M | Buy |
|