FSM 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 | $1.72M | Buy |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $252K | Buy |
|