Core Wealth Advisors (Florida)’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
Q4 | $250K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $37.7K | Buy |
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|
2023
Q4 | $33.4K | Hold |
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|
2023
Q3 | $27.2K | Buy |
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|
2023
Q2 | $28.5K | Buy |
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|
2023
Q1 | $28.4K | Hold |
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|
2022
Q4 | $32.8K | Buy |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $39K | Buy |
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|
2021
Q1 | $36K | Sell |
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|
2020
Q4 | $36K | Hold |
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|
2020
Q3 | $29K | Buy |
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|
2020
Q2 | $28K | Hold |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $42K | Buy |
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