Legacy Wealth Management (Mississippi)’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 | $3.63M | Sell |
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|
2025
Q1 | $3.29M | Sell |
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|
2024
Q4 | $3.48M | Sell |
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|
2024
Q3 | $3.27M | Hold |
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|
2024
Q2 | $3.27M | Hold |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $2.8M | Buy |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $2.41M | Hold |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $930K | Sell |
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|
2022
Q2 | $2.11M | Buy |
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