JGP 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 | $763K | Buy |
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|
2025
Q2 | $596K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $483K | Sell |
|
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|
2024
Q3 | $459K | Buy |
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|
2024
Q2 | $420K | Sell |
|
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|
2024
Q1 | $402K | Buy |
|
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|
2023
Q4 | $349K | Buy |
|
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
|