Paces Ferry 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
Q2 | $439K | Sell |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $574K | Sell |
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|
2021
Q2 | $571K | Sell |
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|
2021
Q1 | $552K | Sell |
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|
2020
Q4 | $433K | Buy |
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|
2020
Q3 | $212K | Buy |
|