Keudell/Morrison 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
Q2 | $392K | Sell |
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|
2025
Q1 | $353K | Buy |
|
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|
2024
Q4 | $364K | Buy |
|
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|
2024
Q3 | $320K | Sell |
|
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|
2024
Q2 | $863K | Buy |
|
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|
2024
Q1 | $679K | Buy |
|
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|
2023
Q4 | $597K | Sell |
|
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|
2023
Q3 | $487K | Sell |
|
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|
2023
Q2 | $714K | Buy |
|
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|
2023
Q1 | $710K | Sell |
|
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|
2022
Q4 | $913K | Buy |
|
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|
2022
Q3 | $809K | Buy |
|
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|
2022
Q2 | $833K | Buy |
|
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|
2022
Q1 | $1.08M | Buy |
|
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|
2021
Q4 | $1.15M | Buy |
|
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|
2021
Q3 | $797K | Sell |
|
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|
2021
Q2 | $837K | Buy |
|
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|
2021
Q1 | $767K | Buy |
|
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|
2020
Q4 | $588K | Sell |
|
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|
2020
Q3 | $479K | Buy |
|
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|
2020
Q2 | $470K | Sell |
|
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|
2020
Q1 | $440K | Sell |
|
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|
2019
Q4 | $750K | Sell |
|
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|
2019
Q3 | $636K | Sell |
|
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|
2019
Q2 | $625K | Buy |
|
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|
2019
Q1 | $613K | Buy |
|