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