Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $264K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $205K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $4.41K | Hold |
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|
2019
Q1 | $413K | Buy |
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|
2018
Q4 | $312K | Buy |
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|
2018
Q3 | $354K | Hold |
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|
2018
Q2 | $339K | Sell |
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|
2018
Q1 | $726K | Buy |
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|
2017
Q4 | $659K | Buy |
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|
2017
Q3 | $549K | Buy |
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|
2017
Q2 | $500K | Buy |
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|
2017
Q1 | $460K | Buy |
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|
2016
Q4 | $283K | Sell |
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|
2016
Q3 | $201K | Buy |
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|
2016
Q2 | $168K | Buy |
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