Bar Harbor 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 | $5.7M | Sell |
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|
2025
Q2 | $5.28M | Sell |
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|
2025
Q1 | $4.78M | Sell |
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|
2024
Q4 | $5.2M | Buy |
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|
2024
Q3 | $4.52M | Sell |
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|
2024
Q2 | $4.62M | Sell |
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|
2024
Q1 | $4.47M | Buy |
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|
2023
Q4 | $3.79M | Buy |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $3.27M | Sell |
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|
2023
Q1 | $3.35M | Buy |
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $3.55M | Buy |
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|
2022
Q2 | $3.61M | Buy |
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|
2022
Q1 | $3.02M | Buy |
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|
2021
Q4 | $2.01M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $359K | Sell |
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|
2019
Q3 | $321K | Buy |
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|
2019
Q2 | $272K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $209K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $246K | Sell |
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|
2017
Q1 | $256K | Sell |
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|
2016
Q4 | $509K | Buy |
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|
2016
Q3 | $356K | Buy |
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|
2016
Q2 | $147K | Sell |
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|
2016
Q1 | $153K | Sell |
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|
2015
Q4 | $191K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $216K | Buy |
|
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|
2014
Q2 | $184K | Sell |
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|
2014
Q1 | $249K | Sell |
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|
2013
Q4 | $247K | Hold |
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|
2013
Q3 | $219K | Sell |
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|
2013
Q2 | $223K | Buy |
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