Perigon 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
Q3 | $10.1M | Sell |
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|
2025
Q2 | $12.4M | Buy |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $7.64M | Buy |
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|
2024
Q2 | $7.53M | Buy |
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|
2024
Q1 | $7.07M | Sell |
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|
2023
Q4 | $7.63M | Buy |
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|
2023
Q3 | $6.07M | Buy |
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|
2023
Q2 | $5.96M | Buy |
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|
2023
Q1 | $3.04M | Sell |
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|
2022
Q4 | $3.58M | Buy |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $3.46M | Buy |
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|
2021
Q4 | $3.5M | Buy |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $2.98M | Sell |
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|
2021
Q1 | $2.88M | Sell |
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|
2020
Q4 | $2.54M | Buy |
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|
2020
Q3 | $1.96M | Sell |
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|
2020
Q2 | $1.96M | Buy |
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|
2020
Q1 | $1.94M | Buy |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.36M | Sell |
|
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|
2019
Q1 | $1.54M | Sell |
|
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|
2018
Q4 | $1.52M | Buy |
|
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|
2018
Q3 | $1.21M | Buy |
|
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|
2018
Q2 | $232K | Buy |
|
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|
2018
Q1 | $157K | Sell |
|
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|
2017
Q4 | $241K | Buy |
|
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|
2017
Q3 | $137K | Sell |
|
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|
2017
Q2 | $2.67M | Sell |
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|
2017
Q1 | $3.14M | Sell |
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|
2016
Q4 | $3.7M | Buy |
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|
2016
Q3 | $261K | Buy |
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|
2016
Q2 | $90K | Buy |
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|
2016
Q1 | $41K | Buy |
|