Geneos 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 | $2.06M | Sell |
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|
2025
Q2 | $2.87M | Sell |
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|
2025
Q1 | $5.25M | Buy |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $985K | Buy |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $977K | Buy |
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|
2022
Q4 | $877K | Sell |
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|
2022
Q3 | $836K | Sell |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $2.71M | Sell |
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|
2021
Q4 | $3.5M | Sell |
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|
2021
Q3 | $3.55M | Buy |
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|
2021
Q2 | $3.38M | Sell |
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|
2021
Q1 | $4.37M | Sell |
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|
2020
Q4 | $3.62M | Buy |
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|
2020
Q3 | $2.25M | Buy |
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|
2020
Q2 | $2.17M | Sell |
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|
2020
Q1 | $2.11M | Buy |
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|
2019
Q4 | $3.43M | Buy |
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|
2019
Q3 | $2.83M | Buy |
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|
2019
Q2 | $2.77M | Sell |
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|
2019
Q1 | $2.84M | Sell |
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|
2018
Q4 | $2.98M | Buy |
|
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|
2018
Q3 | $3.56M | Buy |
|
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|
2018
Q2 | $2.75M | Sell |
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|
2018
Q1 | $3.02M | Sell |
|
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|
2017
Q4 | $3.06M | Sell |
|
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|
2017
Q3 | $3.08M | Sell |
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|
2017
Q2 | $3M | Buy |
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|
2017
Q1 | $2.83M | Buy |
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|
2016
Q4 | $2.25M | Sell |
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|
2016
Q3 | $2.48M | Sell |
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|
2016
Q2 | $2.1M | Sell |
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|
2016
Q1 | $2.5M | Buy |
|