HB 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 | $20.1M | Buy |
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|
2025
Q2 | $15.8M | Sell |
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|
2025
Q1 | $14.8M | Buy |
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|
2024
Q4 | $12.8M | Buy |
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|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $10.6M | Buy |
|
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|
2023
Q4 | $9.38M | Sell |
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|
2023
Q3 | $7.8M | Sell |
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|
2023
Q2 | $8.76M | Buy |
|
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|
2023
Q1 | $6.66M | Sell |
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|
2022
Q4 | $9.31M | Buy |
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|
2022
Q3 | $4.8M | Sell |
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|
2022
Q2 | $5.31M | Buy |
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|
2022
Q1 | $6.66M | Buy |
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|
2021
Q4 | $4.99M | Buy |
|