Private 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
Q3
$335K Hold
2025
Q2
$307K Sell
2025
Q1
$271K Buy
2024
Q4
$251K Sell
2024
Q3
$226K Sell
2024
Q2
$227K Sell
2024
Q1
$223K Sell
2023
Q4
$211K Buy