One Wealth Advisors’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 | $870K | Buy |
|
|||||
|
2025
Q2 | $796K | Buy |
|
|||||
|
2025
Q1 | $700K | Buy |
|
|||||
|
2024
Q4 | $427K | Sell |
|
|||||
|
2024
Q3 | $393K | Buy |
|
|||||
|
2024
Q2 | $357K | Hold |
|
|||||
|
2024
Q1 | $354K | Buy |
|
|||||
|
2023
Q4 | $312K | Sell |
|
|||||
|
2023
Q3 | $254K | Sell |
|
|||||
|
2023
Q2 | $267K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $198K | Sell |
|
|||||
|
2022
Q3 | $289K | Buy |
|
|||||
|
2022
Q2 | $285K | Buy |
|
|||||
|
2022
Q1 | $373K | Sell |
|
|||||
|
2021
Q4 | $675K | Sell |
|
|||||
|
2021
Q3 | $727K | Sell |
|
|||||
|
2021
Q2 | $815K | Buy |
|
|||||
|
2021
Q1 | $696K | Buy |
|
|||||
|
2020
Q4 | $439K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $72K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $67K | Buy |
|
|||||
|
2018
Q2 | $61K | Hold |
|
|||||
|
2018
Q1 | $65K | Sell |
|
|||||
|
2017
Q4 | $64K | Buy |
|