Marcum Wealth’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
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.51M | Sell |
|
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $1.26M | Buy |
|
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|
2023
Q2 | $1.23M | Buy |
|
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|
2023
Q1 | $1.09M | Sell |
|
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|
2022
Q4 | $1.3M | Buy |
|
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|
2022
Q3 | $1.19M | Buy |
|
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|
2022
Q2 | $1.2M | Buy |
|
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|
2022
Q1 | $1.46M | Buy |
|
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.26M | Buy |
|
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $605K | Buy |
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|
2020
Q3 | $449K | Buy |
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|
2020
Q2 | $399K | Sell |
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|
2020
Q1 | $425K | Buy |
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|
2019
Q4 | $609K | Buy |
|