Northwest 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 | $356K | Buy |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $363K | Buy |
|
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|
2024
Q3 | $253K | Buy |
|
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|
2024
Q2 | $252K | Buy |
|
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|
2024
Q1 | $237K | Sell |
|
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|
2023
Q4 | $213K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $269K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $216K | Sell |
|
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $241K | Buy |
|
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|
2021
Q3 | $229K | Buy |
|
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|
2021
Q2 | $222K | Buy |
|
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|
2021
Q1 | $208K | Buy |
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $96K | Buy |
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|
2018
Q4 | $80K | Buy |
|
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|
2018
Q3 | $95K | Sell |
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|
2018
Q2 | $93K | Buy |
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|
2018
Q1 | $100K | Buy |
|