Blodgett 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
Q3
$341K Sell
2025
Q2
$398K Sell
2025
Q1
$380K Buy
2024
Q4
$400K Buy
2024
Q3
$361K Buy
2024
Q2
$361K Sell
2024
Q1
$350K Buy
2023
Q4
$275K Sell
2023
Q3
$444K Sell
2023
Q2
$474K Sell
2023
Q1
$478K Buy
2022
Q4
$534K Sell
2022
Q3
$593K Buy
2022
Q2
$595K Sell
2022
Q1
$955K Buy
2021
Q4
$966K Buy