Exencial 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
Q3 | $2.18M | Buy |
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|
2025
Q2 | $1.9M | Sell |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $720K | Sell |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.15M | Sell |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.4M | Sell |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $1.35M | Sell |
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|
2017
Q4 | $1.36M | Buy |
|
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $940K | Sell |
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|
2016
Q4 | $936K | Sell |
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|
2016
Q3 | $736K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $458K | Buy |
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|
2015
Q4 | $487K | Buy |
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|
2015
Q3 | $466K | Sell |
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|
2015
Q2 | $586K | Sell |
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|
2015
Q1 | $510K | Buy |
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|
2014
Q4 | $543K | Sell |
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|
2014
Q3 | $554K | Sell |
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|
2014
Q2 | $509K | Sell |
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|
2014
Q1 | $537K | Buy |
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|
2013
Q4 | $557K | Buy |
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|
2013
Q3 | $452K | Sell |
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|
2013
Q2 | $488K | Buy |
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