Kiley Juergens 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 | $1.78M | Buy |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $980K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.08M | Buy |
|
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $963K | Buy |
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|
2022
Q2 | $923K | Buy |
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|
2022
Q1 | $834K | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $780K | Buy |
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|
2020
Q2 | $628K | Sell |
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|
2020
Q1 | $572K | Buy |
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|
2019
Q4 | $906K | Buy |
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|
2019
Q3 | $738K | Buy |
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|
2019
Q2 | $732K | Buy |
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|
2019
Q1 | $637K | Sell |
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|
2018
Q4 | $590K | Buy |
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|
2018
Q3 | $685K | Buy |
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|
2018
Q2 | $632K | Buy |
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|
2018
Q1 | $672K | Sell |
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|
2017
Q4 | $664K | Buy |
|