Private Wealth Advisors (California)’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 | $811K | Sell |
|
|||||
|
2025
Q2 | $747K | Buy |
|
|||||
|
2025
Q1 | $658K | Buy |
|
|||||
|
2024
Q4 | $692K | Buy |
|
|||||
|
2024
Q3 | $617K | Sell |
|
|||||
|
2024
Q2 | $638K | Buy |
|
|||||
|
2024
Q1 | $603K | Buy |
|
|||||
|
2023
Q4 | $534K | Hold |
|
|||||
|
2023
Q3 | $434K | Hold |
|
|||||
|
2023
Q2 | $455K | Sell |
|
|||||
|
2023
Q1 | $455K | Buy |
|
|||||
|
2022
Q4 | $228K | Sell |
|
|||||
|
2022
Q3 | $211K | Buy |
|
|||||
|
2022
Q2 | $250K | Buy |
|
|||||
|
2022
Q1 | $286K | Buy |
|
|||||
|
2021
Q4 | $308K | Sell |
|
|||||
|
2021
Q3 | $321K | Buy |
|
|||||
|
2021
Q2 | $289K | Sell |
|
|||||
|
2021
Q1 | $326K | Sell |
|
|||||
|
2020
Q4 | $328K | Buy |
|
|||||
|
2020
Q3 | $236K | Buy |
|
|||||
|
2020
Q2 | $231K | Sell |
|
|||||
|
2020
Q1 | $216K | Sell |
|
|||||
|
2019
Q4 | $422K | Sell |
|
|||||
|
2019
Q3 | $379K | Buy |
|
|||||
|
2019
Q2 | $340K | Hold |
|
|||||
|
2019
Q1 | $340K | Buy |
|
|||||
|
2018
Q4 | $291K | Buy |
|