Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $454K | Buy |
|
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|
2024
Q3 | $399K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $356K | Buy |
|
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|
2023
Q4 | $311K | Sell |
|
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|
2023
Q3 | $260K | Buy |
|
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|
2023
Q2 | $238K | Sell |
|
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|
2023
Q1 | $241K | Sell |
|
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|
2022
Q4 | $280K | Buy |
|
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|
2022
Q3 | $248 | Sell |
|
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|
2022
Q2 | $247K | Sell |
|
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|
2022
Q1 | $387K | Buy |
|
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|
2021
Q4 | $415K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $628K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $535K | Buy |
|
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|
2019
Q1 | $505K | Sell |
|
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|
2018
Q4 | $452K | Buy |
|