RMR Wealth Builders’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
Q2 | $1M | Sell |
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|
2025
Q1 | $936K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $2.23M | Buy |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $835K | Buy |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $437K | Sell |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $470K | Sell |
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|
2022
Q1 | $691K | Buy |
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|
2021
Q4 | $446K | Sell |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $488K | Sell |
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|
2021
Q1 | $674K | Buy |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $422K | Buy |
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|
2020
Q2 | $157K | Buy |
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|
2019
Q4 | $270K | Buy |
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