Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.09K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $13.3K | Sell |
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|
2022
Q1 | $18.8K | Hold |
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|
2021
Q4 | $20.3K | Hold |
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|
2021
Q3 | $19.4K | Buy |
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|
2021
Q2 | $17.6K | Hold |
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|
2021
Q1 | $16.5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $546 | Hold |
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|
2020
Q1 | $488 | Hold |
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|
2019
Q4 | $810 | Buy |
|