Pacific Wealth Strategies Group’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 | $422K | Buy |
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|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $911K | Buy |
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|
2023
Q4 | $717K | Buy |
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|
2023
Q3 | $571K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $863K | Buy |
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|
2019
Q3 | $701K | Buy |
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|
2019
Q2 | $487K | Sell |
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|
2019
Q1 | $467K | Buy |
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|
2018
Q4 | $410K | Buy |
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|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $433K | Buy |
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|
2018
Q1 | $424K | Sell |
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|
2017
Q4 | $422K | Sell |
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|
2017
Q3 | $371K | Buy |
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|
2017
Q2 | $318K | Buy |
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|
2017
Q1 | $302K | Buy |
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|
2016
Q4 | $215K | Buy |
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