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
2025
Q1
$3.29M Sell
2024
Q4
$3.48M Sell
2024
Q3
$3.27M Hold
2024
Q2
$3.27M Hold
2024
Q1
$3.12M Sell
2023
Q4
$2.8M Buy
2023
Q3
$2.27M Sell
2023
Q2
$2.41M Hold
2023
Q1
$2.4M Buy
2022
Q4
Sell
2022
Q3
$930K Sell
2022
Q2
$2.11M Buy