Northcape Wealth Management’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 | $342K | Hold |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $311K | Sell |
|
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $287K | Hold |
|
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $445K | Buy |
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