Carolinas Wealth Consulting’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
Sell
2025
Q1
$1.65M Sell
2024
Q4
$1.79M Sell
2024
Q3
$2.93M Buy
2024
Q2
$2.68M Sell
2024
Q1
$2.61M Buy
2023
Q4
$2.27M Sell
2023
Q3
$1.79M Sell
2023
Q2
$2.03M Sell
2023
Q1
$2.03M Sell
2022
Q4
$2.41M Sell
2022
Q3
$3.7M Sell
2022
Q2
$3.82M Buy
2022
Q1
$3.82M Buy
2021
Q4
$2M Buy
2021
Q3
$1.81M Buy
2021
Q2
$1.72M Sell
2021
Q1
$1.62M Buy
2020
Q4
$1.25M Sell
2020
Q3
$1.13M Buy
2020
Q2
$922K Sell
2020
Q1
$2.27M Buy
2019
Q4
$2.93M Buy