Meridian Wealth Partners’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 | $326K | Sell |
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|
2025
Q2 | $370K | Sell |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $371K | Buy |
|
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $330K | Buy |
|
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $153K | Buy |
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|
2020
Q4 | $69K | Sell |
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|
2020
Q3 | $56K | Buy |
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|
2020
Q2 | $51K | Sell |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $61K | Buy |
|