Moss Adams Wealth Advisors’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 | $1.09M | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $916K | Buy |
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|
2024
Q2 | $683K | Buy |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $270K | Buy |
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