Modera 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 | $3.79M | Sell |
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|
2025
Q2 | $4.03M | Buy |
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|
2025
Q1 | $3.42M | Sell |
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|
2024
Q4 | $3.77M | Buy |
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|
2024
Q3 | $3.26M | Sell |
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|
2024
Q2 | $3.29M | Buy |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $2.73M | Sell |
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|
2023
Q3 | $2.4M | Buy |
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|
2023
Q2 | $2.4M | Buy |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $3.59M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.8M | Hold |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.41M | Sell |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $1.44M | Sell |
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|
2017
Q3 | $1.25M | Sell |
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|
2017
Q2 | $1.3M | Buy |
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|
2017
Q1 | $1.23M | Buy |
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|
2016
Q4 | $778K | Buy |
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|
2016
Q3 | $482K | Buy |
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|
2016
Q2 | $375K | Buy |
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|
2016
Q1 | $382K | Buy |
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|
2015
Q4 | $439K | Sell |
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|
2015
Q3 | $433K | Buy |
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|
2015
Q2 | $472K | Buy |
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|
2015
Q1 | $156K | Hold |
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|
2014
Q4 | $182K | Sell |
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|
2014
Q3 | $182K | Buy |
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|
2014
Q2 | $159K | Hold |
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|
2014
Q1 | $178K | Hold |
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|
2013
Q4 | $161K | Buy |
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