Clay Northam 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 | $338K | Buy |
|
|||||
|
2025
Q2 | $285K | Buy |
|
|||||
|
2025
Q1 | $251K | Sell |
|
|||||
|
2024
Q4 | $265K | Buy |
|
|||||
|
2024
Q3 | $235K | Hold |
|
|||||
|
2024
Q2 | $236K | Hold |
|
|||||
|
2024
Q1 | $225K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $211K | Hold |
|
|||||
|
2022
Q2 | $217K | Sell |
|
|||||
|
2022
Q1 | $496K | Buy |
|
|||||
|
2021
Q4 | $493K | Buy |
|