Baldwin Wealth Partners’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 | $7.42M | Sell |
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|
2025
Q2 | $6.87M | Sell |
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|
2025
Q1 | $7.18M | Sell |
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|
2024
Q4 | $7.59M | Sell |
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|
2024
Q3 | $6.87M | Buy |
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|
2024
Q2 | $6.62M | Sell |
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|
2024
Q1 | $6.34M | Sell |
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|
2023
Q4 | $5.9M | Sell |
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|
2023
Q3 | $4.83M | Sell |
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|
2023
Q2 | $5.11M | Sell |
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|
2023
Q1 | $5.15M | Sell |
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|
2022
Q4 | $6M | Buy |
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|
2022
Q3 | $4.92M | Sell |
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|
2022
Q2 | $5.17M | Sell |
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|
2022
Q1 | $6.86M | Buy |
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|
2021
Q4 | $6.82M | Sell |
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|
2021
Q3 | $6.64M | Sell |
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|
2021
Q2 | $6.47M | Sell |
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|
2021
Q1 | $6.17M | Buy |
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|
2020
Q4 | $4.77M | Sell |
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|
2020
Q3 | $7.25M | Sell |
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|
2020
Q2 | $7.42M | Sell |
|
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|
2020
Q1 | $6.67M | Sell |
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|
2019
Q4 | $11.6M | Buy |
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|
2019
Q3 | $9.61M | Buy |
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|
2019
Q2 | $9.04M | Sell |
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|
2019
Q1 | $8.64M | Buy |
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|
2018
Q4 | $7.12M | Sell |
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|
2018
Q3 | $10.7M | Buy |
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|
2018
Q2 | $10M | Sell |
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|
2018
Q1 | $10.7M | Buy |
|
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|
2017
Q4 | $9.33M | Buy |
|
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|
2017
Q3 | $7.94M | Sell |
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|
2017
Q2 | $8.63M | Buy |
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|
2017
Q1 | $8.27M | Buy |
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|
2016
Q4 | $7.49M | Sell |
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|
2016
Q3 | $5.4M | Sell |
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|
2016
Q2 | $5.09M | Sell |
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|
2016
Q1 | $6.66M | Buy |
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|
2015
Q4 | $6.8M | Sell |
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|
2015
Q3 | $6.68M | Sell |
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|
2015
Q2 | $7.48M | Buy |
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|
2015
Q1 | $6.62M | Sell |
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|
2014
Q4 | $8.18M | Sell |
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|
2014
Q3 | $8.5M | Buy |
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|
2014
Q2 | $7.63M | Sell |
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|
2014
Q1 | $9.76M | Buy |
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|
2013
Q4 | $7.69M | Buy |
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|
2013
Q3 | $5.7M | Buy |
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|
2013
Q2 | $4.61M | Buy |
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