Clarity 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
Q3 | $344K | Buy |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $207K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Buy |
|