Madison 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
2023
Q3
$2.2M Sell
2023
Q2
$3.32M Sell
2023
Q1
$6.81M Sell
2022
Q4
$8.81M Sell
2022
Q3
$8.22M Sell
2022
Q2
$8.48M Sell
2022
Q1
$11.4M Sell
2021
Q4
$12.3M Sell
2021
Q3
$11.9M Buy
2021
Q2
$11.5M Sell
2021
Q1
$10.8M Sell
2020
Q4
$8.5M Sell
2020
Q3
$6.98M Buy
2020
Q2
$6.86M Sell
2020
Q1
$6.4M Sell
2019
Q4
$10.9M Buy