Independent Solutions 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 | $3.39M | Buy |
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|
2025
Q2 | $2.88M | Sell |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $3.09M | Buy |
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|
2024
Q3 | $2.7M | Sell |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $1.3M | Buy |
|
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $578K | Sell |
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|
2022
Q4 | $681K | Sell |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $587K | Hold |
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|
2021
Q4 | $634K | Sell |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $793K | Buy |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $442K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $390K | Buy |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $587K | Buy |
|