HighMark 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 | $56.4K | Sell |
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|
2025
Q2 | $52.4K | Buy |
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|
2025
Q1 | $43.1K | Buy |
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|
2024
Q4 | $14K | Buy |
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|
2024
Q3 | $1.44K | Sell |
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|
2024
Q2 | $3.61K | Buy |
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|
2024
Q1 | $10.2K | Hold |
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|
2023
Q4 | $3.03K | Sell |
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|
2023
Q3 | $9.4K | Buy |
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|
2023
Q2 | $4.82K | Buy |
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|
2023
Q1 | $3.77K | Buy |
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|
2022
Q4 | $4.33K | Sell |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Sell |
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|
2021
Q3 | $17K | Sell |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | $16K | Sell |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $16K | Sell |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $24K | Buy |
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