Palumbo Wealth Management’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 | $2.4M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.62M | Buy |
|
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|
2024
Q2 | $1.47M | Buy |
|
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|
2024
Q1 | $1.18M | Buy |
|
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|
2023
Q4 | $974K | Sell |
|
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|
2023
Q3 | $1.08M | Buy |
|
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|
2023
Q2 | $686K | Sell |
|
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|
2023
Q1 | $687K | Buy |
|
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|
2022
Q4 | $773K | Buy |
|
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|
2022
Q3 | $678K | Buy |
|
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|
2022
Q2 | $678K | Buy |
|
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|
2022
Q1 | $854K | Buy |
|
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|
2021
Q4 | $917K | Buy |
|
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|
2021
Q3 | $847K | Sell |
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|
2021
Q2 | $831K | Buy |
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|
2021
Q1 | $747K | Buy |
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|
2020
Q4 | $559K | Buy |
|