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