Mission 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
Q2 | $7.26M | Sell |
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|
2025
Q1 | $6.49M | Buy |
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|
2024
Q4 | $5.16M | Buy |
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|
2024
Q3 | $4.52M | Buy |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $1.71M | Buy |
|
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.28M | Sell |
|
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.11M | Buy |
|
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|
2020
Q4 | $812K | Buy |
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|
2020
Q3 | $551K | Buy |
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|
2020
Q2 | $507K | Sell |
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|
2020
Q1 | $540K | Sell |
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|
2019
Q4 | $912K | Buy |
|
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|
2019
Q3 | $712K | Sell |
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|
2019
Q2 | $711K | Buy |
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|
2019
Q1 | $652K | Buy |
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|
2018
Q4 | $530K | Buy |
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|
2018
Q3 | $537K | Sell |
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|
2018
Q2 | $844K | Buy |
|
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|
2018
Q1 | $489K | Sell |
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|
2017
Q4 | $532K | Buy |
|
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|
2017
Q3 | $410K | Hold |
|
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|
2017
Q2 | $393K | Sell |
|
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|
2017
Q1 | $403K | Buy |
|
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|
2016
Q4 | $367K | Buy |
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|
2016
Q3 | $242K | Sell |
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|
2016
Q2 | $219K | Sell |
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|
2016
Q1 | $226K | Sell |
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|
2015
Q4 | $369K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $242K | Buy |
|