Empirical 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
Q2 | $5.45M | Buy |
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|
2025
Q1 | $4.72M | Buy |
|
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|
2024
Q4 | $3.85M | Buy |
|
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|
2024
Q3 | $2.99M | Buy |
|
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|
2024
Q2 | $2.8M | Buy |
|
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|
2024
Q1 | $2.56M | Buy |
|
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|
2023
Q4 | $2M | Buy |
|
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|
2023
Q3 | $1.26M | Sell |
|
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|
2023
Q2 | $1.37M | Buy |
|
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|
2023
Q1 | $946K | Sell |
|
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|
2022
Q4 | $1.21M | Sell |
|
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|
2022
Q3 | $1.3M | Buy |
|
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|
2022
Q2 | $1.14M | Buy |
|
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|
2022
Q1 | $1.19M | Sell |
|
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|
2021
Q4 | $1.72M | Buy |
|
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|
2021
Q3 | $1.53M | Sell |
|
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|
2021
Q2 | $1.57M | Buy |
|
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|
2021
Q1 | $984K | Sell |
|
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|
2020
Q4 | $1.05M | Buy |
|
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|
2020
Q3 | $750K | Sell |
|
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|
2020
Q2 | $1.02M | Buy |
|
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|
2020
Q1 | $796K | Buy |
|
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|
2019
Q4 | $1.24M | Buy |
|
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|
2019
Q3 | $644K | Sell |
|
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|
2019
Q2 | $654K | Buy |
|
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|
2019
Q1 | $545K | Buy |
|
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|
2018
Q4 | $414K | Sell |
|
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|
2018
Q3 | $511K | Sell |
|
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|
2018
Q2 | $576K | Buy |
|
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|
2018
Q1 | $571K | Sell |
|
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|
2017
Q4 | $639K | Buy |
|
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|
2017
Q3 | $430K | Sell |
|
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|
2017
Q2 | $425K | Buy |
|
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|
2017
Q1 | $326K | Sell |
|
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|
2016
Q4 | $705K | Buy |
|
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|
2016
Q3 | $398K | Sell |
|
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|
2016
Q2 | $372K | Sell |
|
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|
2016
Q1 | $404K | Sell |
|
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|
2015
Q4 | $510K | Buy |
|
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|
2015
Q3 | $423K | Sell |
|
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|
2015
Q2 | $471K | Sell |
|
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|
2015
Q1 | $440K | Sell |
|
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|
2014
Q4 | $529K | Buy |
|
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|
2014
Q3 | $488K | Buy |
|
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|
2014
Q2 | $437K | Hold |
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|
2014
Q1 | $489K | Buy |
|
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|
2013
Q4 | $328K | Sell |
|
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|
2013
Q3 | $292K | Buy |
|
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|
2013
Q2 | $272K | Buy |
|