Evergreen Wealth Solutions’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 | $425K | Buy |
|
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|
2025
Q1 | $375K | Sell |
|
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|
2024
Q4 | $468K | Sell |
|
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|
2024
Q3 | $433K | Sell |
|
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|
2024
Q2 | $488K | Sell |
|
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|
2024
Q1 | $523K | Sell |
|
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|
2023
Q4 | $472K | Buy |
|
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|
2023
Q3 | $356K | Buy |
|
|||||
|
2023
Q2 | $348K | Buy |
|
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|
2023
Q1 | $255K | Sell |
|
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|
2022
Q4 | $349K | Buy |
|
|||||
|
2022
Q3 | $307K | Buy |
|
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|
2022
Q2 | $258K | Buy |
|
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|
2022
Q1 | $319K | Sell |
|
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|
2021
Q4 | $354K | Buy |
|