Obermeyer Wealth Partners’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 | $285K | Sell |
|
|||||
|
2025
Q2 | $266K | Buy |
|
|||||
|
2025
Q1 | $231K | Sell |
|
|||||
|
2024
Q4 | $290K | Sell |
|
|||||
|
2024
Q3 | $429K | Sell |
|
|||||
|
2024
Q2 | $515K | Buy |
|
|||||
|
2024
Q1 | $426K | Buy |
|
|||||
|
2023
Q4 | $318K | Sell |
|
|||||
|
2023
Q3 | $259K | Sell |
|
|||||
|
2023
Q2 | $325K | Buy |
|
|||||
|
2023
Q1 | $315K | Sell |
|
|||||
|
2022
Q4 | $383K | Buy |
|
|||||
|
2022
Q3 | $289K | Sell |
|
|||||
|
2022
Q2 | $568K | Buy |
|
|||||
|
2022
Q1 | $570K | Buy |
|
|||||
|
2021
Q4 | $600K | Sell |
|
|||||
|
2021
Q3 | $583K | Sell |
|
|||||
|
2021
Q2 | $1.13M | Sell |
|
|||||
|
2021
Q1 | $1.08M | Sell |
|
|||||
|
2020
Q4 | $27.9M | Sell |
|
|||||
|
2020
Q3 | $22.2M | Buy |
|
|||||
|
2020
Q2 | $21.5M | Sell |
|
|||||
|
2020
Q1 | $24.2M | Sell |
|
|||||
|
2019
Q4 | $40.8M | Sell |
|
|||||
|
2019
Q3 | $34.2M | Sell |
|
|||||
|
2019
Q2 | $38.4M | Sell |
|
|||||
|
2019
Q1 | $37.5M | Sell |
|
|||||
|
2018
Q4 | $34.6M | Sell |
|
|||||
|
2018
Q3 | $43.5M | Sell |
|
|||||
|
2018
Q2 | $43M | Sell |
|
|||||
|
2018
Q1 | $48.7M | Sell |
|
|||||
|
2017
Q4 | $55.5M | Buy |
|
|||||
|
2017
Q3 | $47.6M | Sell |
|
|||||
|
2017
Q2 | $50M | Sell |
|
|||||
|
2017
Q1 | $49M | Sell |
|
|||||
|
2016
Q4 | $46.4M | Sell |
|
|||||
|
2016
Q3 | $34.3M | Sell |
|
|||||
|
2016
Q2 | $30.1M | Sell |
|
|||||
|
2016
Q1 | $32.7M | Sell |
|
|||||
|
2015
Q4 | $43.5M | Buy |
|
|||||
|
2015
Q3 | $40.2M | Buy |
|
|||||
|
2015
Q2 | $43.6M | Buy |
|
|||||
|
2015
Q1 | $38.6M | Buy |
|
|||||
|
2014
Q4 | $31.5M | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $0 | Buy |
|