CFM Wealth Partners’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 | $361K | Hold |
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2025
Q1 | $318K | Sell |
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2024
Q4 | $355K | Hold |
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2024
Q3 | $321K | Buy |
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2024
Q2 | $314K | Hold |
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2024
Q1 | $299K | Hold |
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2023
Q4 | $265K | Sell |
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2023
Q3 | $235K | Sell |
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2023
Q2 | $251K | Hold |
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2023
Q1 | $251K | Sell |
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2022
Q4 | $328K | Buy |
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2022
Q3 | $284K | Hold |
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2022
Q2 | $293K | Sell |
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2022
Q1 | $405K | Sell |
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2021
Q4 | $454K | Sell |
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2021
Q3 | $425K | Buy |
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2021
Q2 | $405K | Hold |
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2021
Q1 | $380K | Sell |
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2020
Q4 | $329K | Hold |
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2020
Q3 | $261K | Sell |
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2020
Q2 | $266K | Buy |
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2020
Q1 | $237K | Sell |
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2019
Q4 | $412K | Buy |
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