Guardian Wealth Advisors (North Carolina)’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 | $2.61M | Buy |
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|
2025
Q2 | $2.39M | Sell |
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|
2025
Q1 | $2.12M | Buy |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.78M | Buy |
|
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $840K | Sell |
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|
2021
Q4 | $1.09M | Buy |
|