Measured Wealth Private Client Group’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 | $153K | Sell |
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|
2025
Q2 | $236K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Sell |
|
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|
2022
Q1 | $319K | Sell |
|
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|
2021
Q4 | $397K | Sell |
|
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|
2021
Q3 | $385K | Sell |
|
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|
2021
Q2 | $630K | Buy |
|
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|
2021
Q1 | $503K | Buy |
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|
2020
Q4 | $265K | Buy |
|
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|
2020
Q3 | $203K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $253K | Buy |
|
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $392K | Buy |
|
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $262K | Sell |
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|
2018
Q3 | $385K | Buy |
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|
2018
Q2 | $318K | Buy |
|