Dougherty Wealth Advisers’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 | $158K | Hold |
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|
2025
Q2 | $145K | Hold |
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|
2025
Q1 | $127K | Hold |
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|
2024
Q4 | $134K | Hold |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $121K | Hold |
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|
2024
Q1 | $116K | Hold |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $83.6K | Hold |
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|
2023
Q2 | $87.6K | Hold |
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|
2023
Q1 | $87.4K | Hold |
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|
2022
Q4 | $101K | Hold |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $126K | Hold |
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|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $130K | Sell |
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|
2021
Q2 | $147K | Hold |
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|
2021
Q1 | $138K | Hold |
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|
2020
Q4 | $108K | Hold |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $84K | Sell |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $125K | Hold |
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|
2019
Q3 | $104K | Sell |
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|
2019
Q2 | $125K | Buy |
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|
2019
Q1 | $104K | Sell |
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|
2018
Q4 | $122K | Buy |
|