Premier Path Wealth Partners’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
$2.44M Buy
2025
Q2
$2.19M Buy
2025
Q1
$1.8M Sell
2024
Q4
$1.96M Buy
2024
Q3
$1.75M Sell
2024
Q2
$1.76M Buy
2024
Q1
$1.6M Buy
2023
Q4
$1.34M Buy