CCG Wealth Management’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 | $340K | Buy |
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|
2025
Q2 | $287K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $271K | Hold |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
|