Forvis Mazars 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
Q2 | $7.17M | Buy |
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|
2025
Q1 | $6.24M | Buy |
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|
2024
Q4 | $6.31M | Sell |
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|
2024
Q3 | $5.76M | Buy |
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|
2024
Q2 | $5.55M | Sell |
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|
2024
Q1 | $5.5M | Buy |
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|
2023
Q4 | $4.74M | Sell |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $5.19M | Buy |
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|
2023
Q1 | $3.7M | Buy |
|
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|
2022
Q4 | $3.95M | Buy |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $3.65M | Buy |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | $3.94M | Buy |
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|
2021
Q3 | $3.75M | Sell |
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|
2021
Q2 | $3.64M | Sell |
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|
2021
Q1 | $3.65M | Sell |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $2.95M | Buy |
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|
2020
Q2 | $2.74M | Buy |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.26M | Buy |
|
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $1.04M | Buy |
|
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|
2018
Q3 | $1.13M | Sell |
|
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|
2018
Q2 | $1.12M | Sell |
|
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|
2018
Q1 | $1.2M | Sell |
|
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|
2017
Q4 | $1.47M | Buy |
|
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|
2017
Q3 | $1.25M | Sell |
|
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|
2017
Q2 | $1.24M | Buy |
|
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|
2017
Q1 | $1.15M | Sell |
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|
2016
Q4 | $1.08M | Buy |
|
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|
2016
Q3 | $675K | Buy |
|
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|
2016
Q2 | $442K | Sell |
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|
2016
Q1 | $507K | Buy |
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|
2015
Q4 | $614K | Buy |
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|
2015
Q3 | $528K | Sell |
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|
2015
Q2 | $828K | Sell |
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|
2015
Q1 | $846K | Buy |
|
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|
2014
Q4 | $592K | Buy |
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|
2014
Q3 | $520K | Sell |
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|
2014
Q2 | $474K | Sell |
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|
2014
Q1 | $643K | Buy |
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|
2013
Q4 | $552K | Sell |
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|
2013
Q3 | $496K | Sell |
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|
2013
Q2 | $490K | Buy |
|