Petix & Botte Financial’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 | $678K | Hold |
|
|||||
|
2025
Q1 | $598K | Hold |
|
|||||
|
2024
Q4 | $630K | Hold |
|
|||||
|
2024
Q3 | $569K | Hold |
|
|||||
|
2024
Q2 | $570K | Buy |
|
|||||
|
2024
Q1 | $272K | Sell |
|
|||||
|
2023
Q4 | $483K | Hold |
|
|||||
|
2023
Q3 | $392K | Hold |
|
|||||
|
2023
Q2 | $411K | Buy |
|
|||||
|
2023
Q1 | $225K | Buy |
|
|||||
|
2022
Q3 | $237K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $220K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $264K | Buy |
|