HHM Wealth 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
Q2 | $800K | Sell |
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|
2025
Q1 | $739K | Buy |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $642K | Sell |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $608K | Buy |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $451K | Buy |
|
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $491K | Sell |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $712K | Sell |
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|
2021
Q3 | $681K | Hold |
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|
2021
Q2 | $662K | Sell |
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|
2021
Q1 | $630K | Sell |
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|
2020
Q4 | $508K | Hold |
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|
2020
Q3 | $404K | Buy |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $250K | Buy |
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