BSW Wealth Partners’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 | $259K | Buy |
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|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | $303K | Buy |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $253K | Buy |
|