Quotient Wealth Partners’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
$2.19M Buy
2025
Q2
$1.95M Buy
2025
Q1
$1.6M Sell
2024
Q4
$1.7M Buy
2024
Q3
$1.47M Sell
2024
Q2
$1.58M Buy
2024
Q1
$1.44M Sell
2023
Q4
$1.44M Buy