Prentice Wealth Management’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 | $925K | Sell |
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|
2025
Q2 | $856K | Sell |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $798K | Buy |
|
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|
2024
Q3 | $686K | Sell |
|
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|
2024
Q2 | $719K | Sell |
|
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|
2024
Q1 | $691K | Buy |
|
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|
2023
Q4 | $578K | Buy |
|
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $481K | Buy |
|
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|
2023
Q1 | $355K | Buy |
|
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $220K | Buy |
|