Ridgecrest 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 | $651K | Hold |
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|
2025
Q2 | $597K | Sell |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $522K | Hold |
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|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $353K | Hold |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $381K | Hold |
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|
2022
Q1 | $504K | Hold |
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|
2021
Q4 | $544K | Hold |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $354K | Buy |
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|
2021
Q1 | $294K | Buy |
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