Congress 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 | $9.19M | Buy |
|
|||||
|
2025
Q1 | $5.87M | Buy |
|
|||||
|
2024
Q4 | $4.69M | Sell |
|
|||||
|
2024
Q3 | $5.23M | Buy |
|
|||||
|
2024
Q2 | $3.82M | Sell |
|
|||||
|
2024
Q1 | $5.62M | Sell |
|
|||||
|
2023
Q4 | $5.89M | Buy |
|
|||||
|
2023
Q3 | $4.39M | Sell |
|
|||||
|
2023
Q2 | $4.63M | Buy |
|
|||||
|
2023
Q1 | $4.52M | Buy |
|
|||||
|
2022
Q4 | $4.52M | Sell |
|
|||||
|
2022
Q3 | $11.4M | Buy |
|
|||||
|
2022
Q2 | $11.5M | Buy |
|
|||||
|
2022
Q1 | $14.9M | Sell |
|
|||||
|
2021
Q4 | $16.7M | Buy |
|