Baker Tilly 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
Q3 | $945K | Buy |
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|
2025
Q2 | $841K | Sell |
|
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|
2025
Q1 | $771K | Sell |
|
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|
2024
Q4 | $818K | Buy |
|
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|
2024
Q3 | $716K | Sell |
|
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|
2024
Q2 | $1.15M | Sell |
|
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|
2024
Q1 | $2.7M | Sell |
|
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|
2023
Q4 | $2.48M | Buy |
|
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|
2023
Q3 | $1.99M | Sell |
|
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|
2023
Q2 | $4.2M | Buy |
|
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|
2023
Q1 | $3.39M | Sell |
|
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|
2022
Q4 | $5.08M | Buy |
|
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|
2022
Q3 | $4.34M | Sell |
|
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|
2022
Q2 | $5M | Buy |
|
|||||
|
2022
Q1 | $5.57M | Buy |
|
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|
2021
Q4 | $5.65M | Sell |
|
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|
2021
Q3 | $5.39M | Buy |
|
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|
2021
Q2 | $4.79M | Buy |
|
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|
2021
Q1 | $2.99M | Buy |
|
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|
2020
Q4 | $847K | Buy |
|