PBMares 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 | $716K | Sell |
|
|||||
|
2025
Q1 | $651K | Sell |
|
|||||
|
2024
Q4 | $740K | Sell |
|
|||||
|
2024
Q3 | $670K | Buy |
|
|||||
|
2024
Q2 | $670K | Buy |
|
|||||
|
2024
Q1 | $588K | Sell |
|
|||||
|
2023
Q4 | $566K | Sell |
|
|||||
|
2023
Q3 | $563K | Sell |
|
|||||
|
2023
Q2 | $606K | Sell |
|
|||||
|
2023
Q1 | $610K | Sell |
|
|||||
|
2022
Q4 | $733K | Sell |
|
|||||
|
2022
Q3 | $682K | Buy |
|
|||||
|
2022
Q2 | $609K | Hold |
|
|||||
|
2022
Q1 | $806K | Sell |
|
|||||
|
2021
Q4 | $1.16M | Sell |
|
|||||
|
2021
Q3 | $1.14M | Hold |
|
|||||
|
2021
Q2 | $1.11M | Sell |
|
|||||
|
2021
Q1 | $1.1M | Sell |
|
|||||
|
2020
Q4 | $899K | Buy |
|
|||||
|
2020
Q3 | $673K | Hold |
|
|||||
|
2020
Q2 | $664K | Hold |
|
|||||
|
2020
Q1 | $593K | Sell |
|
|||||
|
2019
Q4 | $1.04M | Buy |
|