Prestige Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $2.09M | Buy |
|
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|
2024
Q3 | $1.87M | Sell |
|
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|
2024
Q2 | $2.57M | Buy |
|
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|
2024
Q1 | $1.33M | Sell |
|
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|
2023
Q4 | $1.71M | Buy |
|
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|
2023
Q3 | $1.13M | Buy |
|
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|
2023
Q2 | $623K | Buy |
|
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|
2023
Q1 | $608K | Sell |
|
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|
2022
Q4 | $709K | Buy |
|
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|
2022
Q3 | $584K | Sell |
|
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|
2022
Q2 | $615K | Sell |
|
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|
2022
Q1 | $969K | Buy |
|
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|
2021
Q4 | $975K | Sell |
|
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|
2021
Q3 | $976K | Sell |
|
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|
2021
Q2 | $1.45M | Sell |
|
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|
2021
Q1 | $1.38M | Buy |
|
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|
2020
Q4 | $837K | Buy |
|
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|
2020
Q3 | $507K | Sell |
|
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|
2020
Q2 | $568K | Buy |
|
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|
2020
Q1 | $287K | Sell |
|
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|
2019
Q4 | $1.38M | Sell |
|
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|
2019
Q3 | $1.14M | Sell |
|
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|
2019
Q2 | $1.15M | Sell |
|
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $1M | Buy |
|