Blue Bell Private 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 | $452K | Buy |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $188K | Buy |
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|
2024
Q2 | $178K | Hold |
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|
2024
Q1 | $169K | Buy |
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|
2023
Q4 | $148K | Buy |
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|
2023
Q3 | $115K | Sell |
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|
2023
Q2 | $126K | Buy |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $133K | Sell |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $154K | Buy |
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|
2022
Q1 | $168K | Hold |
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|
2021
Q4 | $181K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $116K | Buy |
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|
2016
Q2 | $91K | Sell |
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|
2016
Q1 | $622K | Buy |
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|
2015
Q4 | $311K | Hold |
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|
2015
Q3 | $288K | Hold |
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|
2015
Q2 | $315K | Buy |
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|
2015
Q1 | $162K | Sell |
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|
2014
Q4 | $265K | Buy |
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|
2014
Q3 | $136K | Buy |
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|
2014
Q2 | $90K | Hold |
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|
2014
Q1 | $100K | Sell |
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|
2013
Q4 | $169K | Buy |
|