Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Hold |
|
|||||
|
2025
Q1 | $27K | Sell |
|
|||||
|
2024
Q4 | $39.1K | Buy |
|
|||||
|
2024
Q3 | $21K | Hold |
|
|||||
|
2024
Q2 | $21K | Sell |
|
|||||
|
2024
Q1 | $35.2K | Hold |
|
|||||
|
2023
Q4 | $31.3K | Sell |
|
|||||
|
2023
Q3 | $29K | Buy |
|
|||||
|
2023
Q2 | $29.1K | Sell |
|
|||||
|
2023
Q1 | $28.8K | Sell |
|
|||||
|
2022
Q4 | $35K | Sell |
|
|||||
|
2022
Q3 | $39K | Sell |
|
|||||
|
2022
Q2 | $61K | Sell |
|
|||||
|
2022
Q1 | $107K | Buy |
|
|||||
|
2021
Q4 | $75K | Buy |
|
|||||
|
2021
Q3 | $36K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $36K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $115K | Hold |
|
|||||
|
2019
Q1 | $110K | Sell |
|
|||||
|
2018
Q4 | $99K | Hold |
|
|||||
|
2018
Q3 | $119K | Hold |
|
|||||
|
2018
Q2 | $114K | Hold |
|
|||||
|
2018
Q1 | $121K | Buy |
|
|||||
|
2017
Q4 | $125K | Hold |
|
|||||
|
2017
Q3 | $99K | Buy |
|
|||||
|
2017
Q2 | $88K | Hold |
|
|||||
|
2017
Q1 | $86K | Hold |
|
|||||
|
2016
Q4 | $80K | Buy |
|