Canvas 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
$662K Sell
2025
Q1
$532K Sell
2024
Q4
$616K Sell
2024
Q3
$561K Sell
2024
Q2
$616K Sell
2024
Q1
$679K Sell
2023
Q4
$674K Sell
2023
Q3
$550K Sell
2023
Q2
$707K Sell
2023
Q1
$666K Buy
2022
Q4
$765K Buy
2022
Q3
$761K Sell
2022
Q2
$674K Sell
2022
Q1
$949K Sell
2021
Q4
$1.3M Sell
2021
Q3
$1.24M Sell
2021
Q2
$1.24M Buy
2021
Q1
$1.19M Buy