Pasadena 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 | $2.77M | Buy |
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|
2025
Q2 | $1.72M | Hold |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.33M | Buy |
|
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.28M | Sell |
|
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $949K | Sell |
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|
2023
Q2 | $998K | Hold |
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|
2023
Q1 | $995K | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.04M | Hold |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.46M | Hold |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $402K | Buy |
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|
2021
Q2 | $387K | Sell |
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|
2021
Q1 | $367K | Sell |
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|
2020
Q4 | $434K | Sell |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $360K | Sell |
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|
2020
Q1 | $361K | Buy |
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|
2019
Q4 | $406K | Sell |
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|
2019
Q3 | $430K | Sell |
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|
2019
Q2 | $470K | Sell |
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|
2019
Q1 | $457K | Buy |
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|
2018
Q4 | $353K | Buy |
|