BigSur 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 | $2.11M | Hold |
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|
2025
Q2 | $1.93M | Hold |
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|
2025
Q1 | $1.7M | Hold |
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|
2024
Q4 | $1.8M | Hold |
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|
2024
Q3 | $1.62M | Hold |
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|
2024
Q2 | $1.62M | Hold |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $479K | Hold |
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|
2022
Q4 | $555K | Hold |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $524K | Hold |
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|
2022
Q1 | $694K | Buy |
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|
2021
Q4 | $745K | Hold |
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|
2021
Q3 | $711K | Hold |
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|
2021
Q2 | $691K | Hold |
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|
2021
Q1 | $648K | Sell |
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|
2020
Q4 | $568K | Sell |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $678K | Hold |
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|
2019
Q3 | $562K | Hold |
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|
2019
Q2 | $566K | Hold |
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|
2019
Q1 | $531K | Hold |
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|
2018
Q4 | $474K | Hold |
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|
2018
Q3 | $567K | Sell |
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|
2018
Q2 | $639K | Buy |
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|
2018
Q1 | $545K | Buy |
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|
2017
Q4 | $421K | Hold |
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|
2017
Q3 | $361K | Hold |
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|
2017
Q2 | $356K | Hold |
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|
2017
Q1 | $342K | Sell |
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|
2016
Q4 | $427K | Buy |
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