Parcion Private Wealth’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
$4.31M Buy
2025
Q2
$3.76M Buy
2025
Q1
$3.27M Buy
2024
Q4
$3.44M Sell
2024
Q3
$3.12M Sell
2024
Q2
$3.14M Buy
2024
Q1
$2.96M Sell
2023
Q4
$2.66M Hold
2023
Q3
$2.17M Sell
2023
Q2
$2.27M Hold
2023
Q1
$2.27M Buy
2022
Q4
$2.61M Hold
2022
Q3
$2.38M Hold
2022
Q2
$2.64M Buy
2022
Q1
$3.22M Sell
2021
Q4
$3.75M Sell
2021
Q3
$3.65M Buy
2021
Q2
$3.24M Sell
2021
Q1
$3.06M Buy
2020
Q4
$2.25M Sell
2020
Q3
$1.88M Sell
2020
Q2
$2.02M Sell
2020
Q1
$1.82M Sell
2019
Q4
$3.05M Buy