Evermay 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 | $434K | Buy |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $355K | Hold |
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|
2024
Q1 | $339K | Sell |
|
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $300K | Sell |
|
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $405K | Sell |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $635K | Hold |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $615K | Buy |
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|
2021
Q1 | $571K | Hold |
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|
2020
Q4 | $448K | Sell |
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|
2020
Q3 | $395K | Sell |
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|
2020
Q2 | $401K | Sell |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $745K | Hold |
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|
2019
Q3 | $617K | Sell |
|
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|
2019
Q2 | $635K | Sell |
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|
2019
Q1 | $617K | Sell |
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|
2018
Q4 | $567K | Buy |
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|
2018
Q3 | $675K | Sell |
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|
2018
Q2 | $678K | Buy |
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|
2018
Q1 | $720K | Buy |
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|
2017
Q4 | $336K | Buy |
|