Finer 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 | $914K | Sell |
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|
2025
Q1 | $880K | Sell |
|
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|
2024
Q4 | $967K | Sell |
|
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|
2024
Q3 | $967K | Sell |
|
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|
2024
Q2 | $1.42M | Sell |
|
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|
2024
Q1 | $1.82M | Sell |
|
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|
2023
Q4 | $2.13M | Buy |
|
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|
2023
Q3 | $1.63M | Buy |
|
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|
2023
Q2 | $1.45M | Buy |
|
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|
2023
Q1 | $1.33M | Buy |
|
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|
2022
Q4 | $1.29M | Buy |
|
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|
2022
Q3 | $607K | Buy |
|
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|
2022
Q2 | $479K | Buy |
|
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|
2022
Q1 | $460K | Sell |
|
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|
2021
Q4 | $572K | Buy |
|