Corient Private Wealth’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 | $111M | Buy |
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|
2025
Q2 | $102M | Sell |
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|
2025
Q1 | $91.2M | Sell |
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|
2024
Q4 | $104M | Buy |
|
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|
2024
Q3 | $94.3M | Sell |
|
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|
2024
Q2 | $112M | Buy |
|
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|
2024
Q1 | $100M | Sell |
|
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|
2023
Q4 | $90.7M | Sell |
|
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|
2023
Q3 | $78M | Sell |
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|
2023
Q2 | $82M | Buy |
|
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|
2023
Q1 | $59M | Buy |
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|
2022
Q4 | $48.5M | Buy |
|