Physician Wealth Advisors’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 | $412K | Buy |
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|
2025
Q2 | $351K | Buy |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $227K | Buy |
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