Inspirion 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
Q3 | $738K | Buy |
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2025
Q2 | $422K | Sell |
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2025
Q1 | $832K | Buy |
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2024
Q4 | $858K | Buy |
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2024
Q3 | $738K | Sell |
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2024
Q2 | $800K | Sell |
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2024
Q1 | $765K | Buy |
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2023
Q4 | $661K | Sell |
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2023
Q3 | $590K | Sell |
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2023
Q2 | $624K | Sell |
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2023
Q1 | $713K | Buy |
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2022
Q4 | $671K | Sell |
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2022
Q3 | $650K | Buy |
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2022
Q2 | $665K | Sell |
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2022
Q1 | $1.09M | Buy |
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2021
Q4 | $1.13M | Hold |
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2021
Q3 | $1.08M | Hold |
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2021
Q2 | $1.05M | Sell |
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2021
Q1 | $990K | Sell |
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2020
Q4 | $779K | Buy |
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2020
Q3 | $619K | Buy |
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2020
Q2 | $607K | Buy |
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2020
Q1 | $529K | Buy |
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2019
Q4 | $843K | Sell |
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2019
Q3 | $701K | Hold |
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2019
Q2 | $696K | Buy |
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2019
Q1 | $662K | Hold |
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2018
Q4 | $591K | Hold |
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2018
Q3 | $707K | Hold |
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2018
Q2 | $677K | Hold |
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2018
Q1 | $720K | Hold |
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2017
Q4 | $708K | Buy |
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2017
Q3 | $603K | Hold |
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2017
Q2 | $577K | Sell |
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2017
Q1 | $613K | Sell |
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2016
Q4 | $1.06M | Buy |
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