NewEdge 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 | $9.34M | Buy |
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|
2025
Q2 | $4.88M | Sell |
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|
2025
Q1 | $4.84M | Buy |
|
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|
2024
Q4 | $4.76M | Buy |
|
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|
2024
Q3 | $3.83M | Buy |
|
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|
2024
Q2 | $3.28M | Sell |
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|
2024
Q1 | $3.43M | Buy |
|
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|
2023
Q4 | $3.11M | Buy |
|
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|
2023
Q3 | $2.21M | Buy |
|
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|
2023
Q2 | $2.1M | Sell |
|
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|
2023
Q1 | $2.18M | Buy |
|
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|
2022
Q4 | $2.1M | Sell |
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|
2022
Q3 | $3.06M | Buy |
|
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|
2022
Q2 | $2.36M | Buy |
|
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $675K | Sell |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $604K | Buy |
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|
2021
Q1 | $294K | Buy |
|