Cerro Pacific 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
$842K Buy
2025
Q1
$719K Buy
2024
Q4
$649K Buy
2024
Q3
$620K Hold
2024
Q2
$620K Buy
2023
Q1
$581K Buy
2022
Q4
$568K Buy
2022
Q3
$509K Buy
2022
Q2
$476K Buy
2022
Q1
$620K Sell
2021
Q4
$674K Sell
2021
Q3
$677K Sell
2021
Q2
$672K Buy
2020
Q4
$698K Buy