KWB Wealth’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 | $502K | Buy |
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|
2025
Q2 | $441K | Buy |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $409K | Sell |
|
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|
2024
Q3 | $416K | Buy |
|
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|
2024
Q2 | $395K | Hold |
|
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|
2024
Q1 | $395K | Sell |
|
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|
2023
Q4 | $431K | Buy |
|
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $412K | Sell |
|
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|
2023
Q1 | $521K | Buy |
|
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $552K | Hold |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $477K | Hold |
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|
2021
Q1 | $477K | Buy |
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|
2020
Q4 | $368K | Buy |
|