Madison Wealth Partners’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 | $1.2M | Sell |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $961K | Buy |
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|
2024
Q2 | $836K | Sell |
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|
2024
Q1 | $812K | Sell |
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|
2023
Q4 | $873K | Buy |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $401K | Sell |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $274K | Buy |
|