Encompass Wealth Advisors’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 | $228K | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $227K | Sell |
|
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|
2024
Q3 | $604K | Buy |
|
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|
2024
Q2 | $605K | Buy |
|
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|
2024
Q1 | $577K | Sell |
|
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|
2023
Q4 | $525K | Buy |
|
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|
2023
Q3 | $414K | Buy |
|
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|
2023
Q2 | $430K | Buy |
|
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|
2023
Q1 | $429K | Buy |
|
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|
2022
Q4 | $496K | Buy |
|
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|
2022
Q3 | $452K | Buy |
|
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|
2022
Q2 | $466K | Sell |
|
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|
2022
Q1 | $686K | Buy |
|
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|
2021
Q4 | $740K | Sell |
|
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|
2021
Q3 | $708K | Buy |
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|
2021
Q2 | $673K | Sell |
|
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $467K | Buy |
|