Beta Wealth Group’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 | $646K | Buy |
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|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $435K | Sell |
|
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|
2024
Q4 | $488K | Buy |
|
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|
2024
Q3 | $401K | Buy |
|
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|
2024
Q2 | $281K | Sell |
|
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|
2024
Q1 | $395K | Buy |
|
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|
2023
Q4 | $351K | Sell |
|
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|
2023
Q3 | $288K | Buy |
|
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|
2023
Q2 | $284K | Buy |
|
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|
2023
Q1 | $235K | Buy |
|
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|
2022
Q4 | $238K | Buy |
|
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $251K | Buy |
|
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
|