Compass 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
Q2 | – | Sell |
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|
2025
Q1 | $44.7K | Hold |
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|
2024
Q4 | $47K | Sell |
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|
2024
Q3 | $58.3K | Hold |
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|
2024
Q2 | $58.5K | Hold |
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|
2024
Q1 | $55.7K | Sell |
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|
2023
Q4 | $58.3K | Hold |
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|
2023
Q3 | $47.4K | Sell |
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|
2023
Q2 | $52.5K | Sell |
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|
2023
Q1 | $73.5K | Hold |
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|
2022
Q4 | $85.1K | Buy |
|