Morton Brown Family 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 | $619K | Sell |
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|
2025
Q2 | $591K | Hold |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $484K | Hold |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.6K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Buy |
|