Lineweaver Wealth Advisors’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 | $2.84M | Buy |
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|
2025
Q2 | $2.6M | Buy |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $914K | Buy |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $617K | Sell |
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|
2021
Q4 | $802K | Sell |
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|
2021
Q3 | $828K | Buy |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $673K | Buy |
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|
2020
Q4 | $450K | Sell |
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|
2020
Q3 | $381K | Buy |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $218K | Buy |
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