McGlone Suttner 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
Q3
$1.51M Buy
2025
Q2
$1.36M Buy
2025
Q1
$1.19M Buy
2024
Q4
$1.13M Buy
2024
Q3
$972K Buy
2024
Q2
$680K Sell
2024
Q1
$884K Buy
2023
Q4
$680K Buy
2023
Q3
$524K Buy
2023
Q2
$538K Buy
2023
Q1
$516K Buy
2022
Q4
$574K Buy