Prio Wealth Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $53.6M | Sell |
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|
2024
Q2 | $54.4M | Sell |
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|
2024
Q1 | $56.6M | Buy |
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|
2023
Q4 | $47.2M | Sell |
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|
2023
Q3 | $38.7M | Sell |
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|
2023
Q2 | $42.2M | Sell |
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|
2023
Q1 | $42.6M | Sell |
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|
2022
Q4 | $50.4M | Buy |
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|
2022
Q3 | $45.7M | Sell |
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|
2022
Q2 | $47.4M | Sell |
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|
2022
Q1 | $63M | Sell |
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|
2021
Q4 | $68.1M | Sell |
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|
2021
Q3 | $65.5M | Sell |
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|
2021
Q2 | $64.3M | Sell |
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|
2021
Q1 | $65.9M | Sell |
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|
2020
Q4 | $52.2M | Sell |
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|
2020
Q3 | $41.9M | Buy |
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|
2020
Q2 | $41.1M | Buy |
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|
2020
Q1 | $36.1M | Buy |
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|
2019
Q4 | $58.8M | Buy |
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|
2019
Q3 | $48.7M | Sell |
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|
2019
Q2 | $48.8M | Sell |
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|
2019
Q1 | $46.6M | Sell |
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|
2018
Q4 | $41.8M | Sell |
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|
2018
Q3 | $50.3M | Buy |
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|
2018
Q2 | $47.7M | Sell |
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|
2018
Q1 | $51.5M | Sell |
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|
2017
Q4 | $53.9M | Sell |
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|
2017
Q3 | $46.9M | Sell |
|
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|
2017
Q2 | $45.6M | Buy |
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|
2017
Q1 | $44.3M | Sell |
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|
2016
Q4 | $41.8M | Sell |
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|
2016
Q3 | $30.6M | Buy |
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|
2016
Q2 | $25.2M | Buy |
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|
2016
Q1 | $25.6M | Buy |
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|
2015
Q4 | $27.4M | Buy |
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|
2015
Q3 | $24.3M | Buy |
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|
2015
Q2 | $569K | Hold |
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|
2015
Q1 | $514K | Buy |
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|
2014
Q4 | $588K | Buy |
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|
2014
Q3 | $550K | Sell |
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|
2014
Q2 | $526K | Buy |
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|
2014
Q1 | $567K | Buy |
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|
2013
Q4 | $467K | Hold |
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|
2013
Q3 | $414K | Buy |
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|
2013
Q2 | $360K | Buy |
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