Brandywine Oak Private Wealth’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 | $589K | Hold |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $567K | Buy |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $364K | Hold |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $784K | Hold |
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|
2023
Q1 | $781K | Hold |
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|
2022
Q4 | $905K | Sell |
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|
2022
Q3 | $843K | Sell |
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|
2022
Q2 | $998K | Hold |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $991K | Sell |
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|
2020
Q4 | $807K | Sell |
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|
2020
Q3 | $690K | Sell |
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|
2020
Q2 | $719K | Sell |
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|
2020
Q1 | $659K | Buy |
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|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $915K | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.16M | Sell |
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|
2018
Q4 | $1.04M | Buy |
|