Defined 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
Q3
$722K Buy
2025
Q2
$657K Sell
2025
Q1
$584K Sell
2024
Q4
$631K Buy
2024
Q3
$565K Sell
2024
Q2
$570K Buy
2024
Q1
$538K Buy
2023
Q4
$463K Sell
2023
Q3
$384K Buy
2023
Q2
$398K Sell
2023
Q1
$409K Hold
2022
Q4
$474K Sell
2022
Q3
$433K Buy
2022
Q2
$434K Sell
2022
Q1
$592K Buy
2021
Q4
$621K Hold
2021
Q3
$592K Hold
2021
Q2
$575K Hold
2021
Q1
$540K Hold
2020
Q4
$423K Buy