High Net Worth Advisory Group’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 | Buy |
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|
2025
Q1 | $679K | Sell |
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|
2024
Q4 | $735K | Hold |
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|
2024
Q3 | $664K | Sell |
|
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|
2024
Q2 | $718K | Sell |
|
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|
2024
Q1 | $686K | Buy |
|
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|
2023
Q4 | $535K | Sell |
|
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $682K | Buy |
|
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|
2022
Q4 | $734K | Sell |
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|
2022
Q3 | $805K | Hold |
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|
2022
Q2 | $829K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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