Gerber Kawasaki Wealth & Investment 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 | $770K | Buy |
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|
2025
Q2 | $652K | Sell |
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|
2025
Q1 | $596K | Buy |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $764K | Buy |
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|
2024
Q1 | $712K | Buy |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $412K | Sell |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $561K | Buy |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $585K | Buy |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $382K | Buy |
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|
2021
Q2 | $365K | Buy |
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|
2021
Q1 | $295K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $272K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $434K | Sell |
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|
2018
Q4 | $392K | Sell |
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|
2018
Q3 | $729K | Sell |
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|
2018
Q2 | $811K | Buy |
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|
2018
Q1 | $700K | Buy |
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|
2017
Q4 | $308K | Sell |
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|
2017
Q3 | $275K | Sell |
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|
2017
Q2 | $278K | Buy |
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|
2017
Q1 | $257K | Buy |
|