MinichMacGregor 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 | $325K | Buy |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $277K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $82.6K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $785K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $39K | Sell |
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|
2018
Q2 | $44K | Sell |
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|
2018
Q1 | $60K | Buy |
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|
2017
Q4 | $57K | Buy |
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|
2017
Q3 | $36K | Sell |
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|
2017
Q2 | $35K | Sell |
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|
2017
Q1 | $41K | Buy |
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|
2016
Q4 | $27K | Buy |
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|
2016
Q3 | $19K | Sell |
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|
2016
Q2 | $18K | Buy |
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|
2016
Q1 | $19K | Buy |
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|
2015
Q4 | $20K | Buy |
|