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