Monterey 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
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.21M | Buy |
|
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|
2023
Q4 | $1.07M | Buy |
|
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|
2023
Q3 | $783K | Sell |
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|
2023
Q2 | $821K | Sell |
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|
2023
Q1 | $820K | Sell |
|
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|
2022
Q4 | $1.04M | Buy |
|
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|
2022
Q3 | $854K | Sell |
|
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|
2022
Q2 | $872K | Sell |
|
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.33M | Buy |
|
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.16M | Buy |
|
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $806K | Sell |
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|
2020
Q3 | $648K | Buy |
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|
2020
Q2 | $638K | Buy |
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|
2020
Q1 | $570K | Sell |
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|
2019
Q4 | $996K | Buy |
|