Mitchell & Pahl Private Wealth’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
$1.36M Sell
2025
Q2
$1.27M Sell
2025
Q1
$1.14M Sell
2024
Q4
$1.21M Sell
2024
Q3
$1.12M Sell
2024
Q2
$1.15M Buy
2024
Q1
$1.09M Sell
2023
Q4
$1.04M Sell
2023
Q3
$913K Sell
2023
Q2
$976K Sell
2023
Q1
$1.01M Sell
2022
Q4
$1.19M Sell
2022
Q3
$1.16M Sell
2022
Q2
$1.28M Sell
2022
Q1
$1.81M Sell
2021
Q4
$1.99M Sell
2021
Q3
$1.92M Sell
2021
Q2
$1.87M Sell
2021
Q1
$1.76M Sell
2020
Q4
$1.41M Buy