Consilium Wealth Advisory’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 | $513K | Buy |
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|
2025
Q2 | $470K | Hold |
|
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|
2025
Q1 | $415K | Buy |
|
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|
2024
Q4 | $423K | Hold |
|
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|
2024
Q3 | $382K | Hold |
|
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|
2024
Q2 | $383K | Hold |
|
|||||
|
2024
Q1 | $365K | Hold |
|
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|
2023
Q4 | $324K | Hold |
|
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|
2023
Q3 | $264K | Hold |
|
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|
2023
Q2 | $276K | Hold |
|
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|
2023
Q1 | $276K | Hold |
|
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|
2022
Q4 | $319K | Hold |
|
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|
2022
Q3 | $291K | Sell |
|
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|
2022
Q2 | $350K | Sell |
|
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|
2022
Q1 | $484K | Hold |
|
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|
2021
Q4 | $522K | Buy |
|