Elmwood 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
Q4 | $270K | Buy |
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|
2021
Q2 | $35K | Buy |
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|
2021
Q1 | $14K | Buy |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $17K | Sell |
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|
2020
Q1 | $24.3K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $23K | Hold |
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|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $23.8K | Hold |
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|
2018
Q2 | $22.8K | Hold |
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|
2018
Q1 | $24.3K | Buy |
|