Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $747K | Sell |
|
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|
2023
Q1 | $763K | Sell |
|
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|
2022
Q4 | $922K | Buy |
|
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|
2022
Q3 | $725K | Buy |
|
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|
2022
Q2 | $290K | Buy |
|
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|
2022
Q1 | $317K | Sell |
|
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|
2021
Q4 | $1.98M | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $90K | Buy |
|