Quantum Financial Advisors’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 | $433K | Hold |
|
|||||
|
2025
Q2 | $397K | Buy |
|
|||||
|
2025
Q1 | $347K | Sell |
|
|||||
|
2024
Q4 | $394K | Hold |
|
|||||
|
2024
Q3 | $356K | Buy |
|
|||||
|
2024
Q2 | $331K | Hold |
|
|||||
|
2024
Q1 | $315K | Sell |
|
|||||
|
2023
Q4 | $298K | Hold |
|
|||||
|
2023
Q3 | $242K | Hold |
|
|||||
|
2023
Q2 | $254K | Hold |
|
|||||
|
2023
Q1 | $253K | Hold |
|
|||||
|
2022
Q4 | $293K | Buy |
|
|||||
|
2022
Q3 | $264K | Sell |
|
|||||
|
2022
Q2 | $311K | Buy |
|