Forza 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
Q3 | $839K | Hold |
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|
2025
Q2 | $769K | Hold |
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|
2025
Q1 | $679K | Hold |
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|
2024
Q4 | $715K | Hold |
|
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|
2024
Q3 | $645K | Buy |
|
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|
2024
Q2 | $626K | Buy |
|
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|
2024
Q1 | $587K | Hold |
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|
2023
Q4 | $521K | Buy |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $249K | Buy |
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|
2023
Q1 | $234K | Buy |
|