Gradient Capital 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 | $1.14M | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $971K | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $909K | Buy |
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|
2024
Q2 | $896K | Sell |
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|
2024
Q1 | $862K | Sell |
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|
2023
Q4 | $827K | Sell |
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|
2023
Q3 | $677K | Buy |
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|
2023
Q2 | $707K | Sell |
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|
2023
Q1 | $727K | Sell |
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|
2022
Q4 | $847K | Buy |
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|
2022
Q3 | $770K | Sell |
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|
2022
Q2 | $796K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $792K | Sell |
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|
2020
Q3 | $693K | Buy |
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|
2020
Q2 | $583K | Buy |
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|
2020
Q1 | $512K | Buy |
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|
2019
Q4 | $819K | Buy |
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|
2019
Q3 | $545K | Buy |
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|
2019
Q2 | $529K | Buy |
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|
2019
Q1 | $502K | Hold |
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|
2018
Q4 | $448K | Buy |
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|
2018
Q3 | $525K | Buy |
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|
2018
Q2 | $501K | Buy |
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|
2018
Q1 | $526K | Buy |
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|
2017
Q4 | $483K | Buy |
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