Golden State 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 | $1.29M | Hold |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $989K | Buy |
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|
2022
Q1 | $985K | Sell |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $914K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $555K | Sell |
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|
2020
Q2 | $838K | Buy |
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|
2020
Q1 | $574K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $915K | Buy |
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|
2019
Q2 | $745K | Sell |
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|
2019
Q1 | $753K | Buy |
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