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	+6,003	New	+$264K	0.01%	180
2022 Q1	–	Sell	-4,914	Closed	-$219K	–	199
2021 Q4	$219K	Sell	4,914 -447	-8%	-$20.4K	0.02%	199
2021 Q3	$228K	Buy	5,361 +54	+1%	+$2.17K	0.02%	189
2021 Q2	$219K	Hold	5,307	–	–	0.02%	206
2021 Q1	$205K	Buy	+5,307	New	+$183K	0.02%	177
2019 Q4	–	Sell	-15,012	Closed	-$438K	–	184
2019 Q3	$438K	Buy	15,012 +30	+0.2%	+$863	0.09%	123
2019 Q2	$4.41K	Hold	14,982	–	–	0.08%	130
2019 Q1	$413K	Buy	14,982 +2,785	+23%	+$78.7K	0.08%	146
2018 Q4	$312K	Buy	12,197 +175	+1%	+$4.75K	0.07%	119
2018 Q3	$354K	Hold	12,022	–	–	0.08%	129
2018 Q2	$339K	Sell	12,022 -12,180	-50%	-$363K	0.08%	129
2018 Q1	$726K	Buy	24,202 +1,875	+8%	+$58.9K	0.19%	96
2017 Q4	$659K	Buy	22,327 +668	+3%	+$18.4K	0.16%	100
2017 Q3	$549K	Buy	21,659 +1,062	+5%	+$25.8K	0.13%	103
2017 Q2	$500K	Buy	20,597 +1,080	+6%	+$25.2K	0.14%	76
2017 Q1	$460K	Buy	19,517 +6,725	+53%	+$160K	0.11%	98
2016 Q4	$283K	Sell	12,792 -64	-0.5%	-$1.23K	0.08%	109
2016 Q3	$201K	Buy	12,856 +225	+2%	+$3.35K	0.04%	127
2016 Q2	$168K	Buy	+12,631	New	+$177K	0.05%	99