Obermeyer Wealth Partners’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
172
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $212K | Hold |
172
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $210K | Hold |
172
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $219K | Hold |
172
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $206K | Hold |
172
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $205K | Hold |
172
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $207K | Buy |
+172
| New | +$207K | 0.01% | 205 |
|
|
2023
Q3 | – | Sell |
-172
| Closed | -$202K | – | 217 |
|
|
2023
Q2 | $202K | Hold |
172
| – | – | 0.01% | 203 |
|
|
2023
Q1 | $201K | Buy |
+172
| New | +$201K | 0.02% | 209 |
|
|
2022
Q4 | – | Sell |
-172
| Closed | -$202K | – | 227 |
|
|
2022
Q3 | $202K | Buy |
+172
| New | +$202K | 0.02% | 200 |
|