Elevation Wealth Partners’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 | $179K | Buy |
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|
2025
Q2 | $146K | Buy |
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|
2025
Q1 | $129K | Buy |
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|
2024
Q4 | $136K | Buy |
|
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|
2024
Q3 | $123K | Buy |
|
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|
2024
Q2 | $16K | Buy |
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|
2024
Q1 | $15K | Sell |
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|
2023
Q4 | $31.2K | Buy |
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|
2023
Q3 | $10.7K | Buy |
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|
2023
Q2 | $11.1K | Sell |
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|
2023
Q1 | $50.2K | Buy |
|