Fermata 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 | $317K | Sell |
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|
2025
Q2 | $448K | Sell |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $268K | Buy |
|