EP 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 | $22M | Buy |
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|
2025
Q1 | $19.4M | Buy |
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|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $18M | Buy |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $16.3M | Buy |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $11.8M | Sell |
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|
2023
Q1 | $185K | Buy |
|
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|
2022
Q4 | $4.67M | Sell |
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|
2022
Q3 | $4.41M | Buy |
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|
2022
Q2 | $4.17M | Buy |
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|
2022
Q1 | $5.32M | Sell |
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|
2021
Q4 | $6.12M | Sell |
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|
2021
Q3 | $6.15M | Sell |
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|
2021
Q2 | $7.18M | Buy |
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|
2021
Q1 | $6.22M | Buy |
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|
2020
Q4 | $3.57M | Sell |
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|
2020
Q3 | $2.89M | Sell |
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|
2020
Q2 | $3.06M | Sell |
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|
2020
Q1 | $3.54M | Sell |
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|
2019
Q4 | $6.78M | Buy |
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|
2019
Q3 | $5.58M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.34M | Buy |
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|
2018
Q2 | $479K | Buy |
|
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|
2018
Q1 | $409K | Sell |
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|
2017
Q4 | $685K | Buy |
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|
2017
Q3 | $317K | Buy |
|
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|
2017
Q2 | $289K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $160K | Sell |
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|
2016
Q2 | $155K | Buy |
|
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|
2016
Q1 | $156K | Sell |
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|
2015
Q4 | $228K | Buy |
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|
2015
Q3 | $162K | Sell |
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|
2015
Q2 | $193K | Sell |
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|
2015
Q1 | $187K | Sell |
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|
2014
Q4 | $239K | Sell |
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|
2014
Q3 | $354K | Buy |
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|
2014
Q2 | $215K | Sell |
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|
2014
Q1 | $281K | Sell |
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|
2013
Q4 | $285K | Sell |
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|
2013
Q3 | $359K | Buy |
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|
2013
Q2 | $213K | Buy |
|