MBL 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
Q3 | $1.33M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $974K | Buy |
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|
2024
Q4 | $735K | Buy |
|
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|
2024
Q3 | $660K | Buy |
|
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|
2024
Q2 | $658K | Buy |
|
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $639K | Sell |
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|
2022
Q3 | $677K | Buy |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q1 | $950K | Sell |
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|
2020
Q4 | $950K | Buy |
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