Carson Wealth (CWM LLC)’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 | $60.6M | Buy |
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|
2025
Q2 | $49.1M | Buy |
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|
2025
Q1 | $42.9M | Buy |
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|
2024
Q4 | $42.5M | Buy |
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|
2024
Q3 | $35.1M | Buy |
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|
2024
Q2 | $31M | Buy |
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|
2024
Q1 | $26.3M | Buy |
|
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|
2023
Q4 | $19.6M | Buy |
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|
2023
Q3 | $12.7M | Buy |
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|
2023
Q2 | $10.4M | Buy |
|
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|
2023
Q1 | $7.33M | Buy |
|
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|
2022
Q4 | $7.27M | Buy |
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|
2022
Q3 | $5.14M | Buy |
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|
2022
Q2 | $4.86M | Buy |
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|
2022
Q1 | $5.95M | Sell |
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|
2021
Q4 | $7.22M | Buy |
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|
2021
Q2 | $6.12M | Hold |
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|
2021
Q1 | $6.12M | Hold |
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|
2020
Q4 | $6.12M | Hold |
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|
2020
Q3 | $6.12M | Hold |
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|
2020
Q2 | $6.12M | Hold |
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|
2020
Q1 | $6.12M | Hold |
|
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|
2019
Q4 | $6.12M | Hold |
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|
2019
Q3 | $6.12M | Hold |
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|
2019
Q2 | $6.12M | Hold |
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|
2019
Q1 | $6.12M | Sell |
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|
2018
Q4 | $3.89M | Sell |
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|
2018
Q3 | $4.84M | Buy |
|
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|
2018
Q2 | $3.84M | Buy |
|
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|
2018
Q1 | $2.76M | Buy |
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|
2017
Q4 | $2.72M | Buy |
|
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|
2017
Q3 | $657K | Buy |
|
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|
2017
Q2 | $385K | Buy |
|
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|
2017
Q1 | $373K | Sell |
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|
2016
Q4 | $376K | Buy |
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|
2016
Q3 | $208K | Buy |
|
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|
2016
Q2 | $142K | Buy |
|
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|
2016
Q1 | $122K | Sell |
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|
2015
Q4 | $170K | Buy |
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|
2015
Q3 | $156K | Buy |
|
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $283K | Hold |
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|
2014
Q2 | $255K | Buy |
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|
2014
Q1 | $269K | Buy |
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|
2013
Q4 | $242K | Buy |
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|
2013
Q3 | $70K | Buy |
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