Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $699K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $726K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $691K | Buy |
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|
2021
Q4 | $740K | Buy |
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|
2021
Q3 | $700K | Buy |
|
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|
2021
Q2 | $592K | Buy |
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|
2021
Q1 | $543K | Buy |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $488K | Sell |
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|
2019
Q3 | $429K | Sell |
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|
2019
Q2 | $464K | Sell |
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|
2019
Q1 | $495K | Buy |
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|
2018
Q4 | $455K | Buy |
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|
2018
Q3 | $418K | Buy |
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|
2018
Q2 | $375K | Sell |
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|
2018
Q1 | $449K | Sell |
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|
2017
Q4 | $511K | Buy |
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|
2017
Q3 | $356K | Buy |
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|
2017
Q2 | $317K | Buy |
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|
2017
Q1 | $281K | Buy |
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|
2016
Q4 | $181K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $173K | Buy |
|
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $77K | Buy |
|