Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.8M | Sell |
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|
2023
Q2 | $4.46M | Sell |
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|
2023
Q1 | $4.55M | Buy |
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|
2022
Q2 | $5.35M | Sell |
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|
2022
Q1 | $7.56M | Buy |
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|
2021
Q4 | $7.71M | Sell |
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|
2021
Q3 | $8.04M | Sell |
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|
2021
Q2 | $9.7M | Buy |
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|
2021
Q1 | $6.92M | Buy |
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|
2020
Q4 | $4.87M | Buy |
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|
2020
Q3 | $3.85M | Buy |
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|
2020
Q2 | $980K | Buy |
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|
2020
Q1 | $363K | Buy |
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|
2019
Q4 | $426K | Sell |
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|
2019
Q3 | $358K | Sell |
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|
2019
Q2 | $436K | Sell |
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|
2019
Q1 | $574K | Buy |
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|
2018
Q4 | $508K | Sell |
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|
2018
Q3 | $664K | Sell |
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|
2018
Q2 | $694K | Sell |
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|
2018
Q1 | $833K | Sell |
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|
2017
Q4 | $896K | Buy |
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