Burt 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
Q2 | $330K | Buy |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $90K | Sell |
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|
2019
Q4 | $164K | Buy |
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|
2019
Q3 | $124K | Sell |
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|
2019
Q2 | $136K | Sell |
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|
2019
Q1 | $159K | Hold |
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|
2018
Q4 | $142K | Buy |
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|
2018
Q3 | $133K | Hold |
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|
2018
Q2 | $127K | Hold |
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|
2018
Q1 | $135K | Hold |
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|
2017
Q4 | $133K | Buy |
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|
2017
Q3 | $112K | Buy |
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|
2017
Q2 | $4.45M | Sell |
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|
2017
Q1 | $104K | Sell |
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|
2016
Q4 | $160K | Buy |
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|
2016
Q3 | $88K | Hold |
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|
2016
Q2 | $74K | Sell |
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|
2016
Q1 | $102K | Buy |
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|
2015
Q4 | $106K | Sell |
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|
2015
Q3 | $104K | Buy |
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|
2015
Q2 | $96K | Sell |
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|
2015
Q1 | $98K | Sell |
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|
2014
Q4 | $188K | Buy |
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