Benchmark Financial 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
Q2 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $804K | Sell |
|
|||||
|
2024
Q4 | $930K | Buy |
|
|||||
|
2024
Q3 | $774K | Sell |
|
|||||
|
2024
Q2 | $932K | Buy |
|
|||||
|
2024
Q1 | $811K | Buy |
|
|||||
|
2023
Q4 | $690K | Sell |
|
|||||
|
2023
Q3 | $569K | Buy |
|
|||||
|
2023
Q2 | $583K | Sell |
|
|||||
|
2023
Q1 | $600K | Buy |
|
|||||
|
2022
Q4 | $587K | Buy |
|
|||||
|
2022
Q3 | $421K | Buy |
|
|||||
|
2022
Q2 | $395K | Sell |
|
|||||
|
2022
Q1 | $524K | Buy |
|
|||||
|
2021
Q4 | $295K | Buy |
|
|||||
|
2021
Q3 | $211K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $200K | Buy |
|