Polaris Wealth Advisory Group’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
2022
Q2
Sell
2022
Q1
$24.7M Buy
2021
Q4
$23.8M Sell
2021
Q3
$24M Buy
2021
Q2
$12.2M Buy
2021
Q1
$245K Buy
2019
Q4
Sell
2019
Q3
$3M Sell
2019
Q2
$3.21M Buy
2019
Q1
$3.02M Hold
2018
Q4
$2.6M Hold
2018
Q3
$3.11M Buy
2018
Q2
$3.04M Sell
2018
Q1
$3.17M Buy
2014
Q1
Sell
2013
Q4
$14K Buy
2013
Q3
Sell
2013
Q2
$15K Buy