Bell & Brown Wealth Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $214K | Sell |
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|
2025
Q2 | $201K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $986K | Buy |
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|
2018
Q4 | $787K | Buy |
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|
2018
Q3 | $847K | Buy |
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|
2018
Q2 | $771K | Buy |
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|
2018
Q1 | $748K | Sell |
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|
2017
Q4 | $779K | Buy |
|