Navis 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 | $658K | Hold |
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|
2025
Q2 | $604K | Buy |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $435K | Buy |
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|
2021
Q4 | $468K | Hold |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $663K | Buy |
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|
2021
Q1 | $620K | Buy |
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|
2020
Q4 | $485K | Buy |
|