Ruedi Wealth Management’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 | – | Sell |
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|
2025
Q1 | $145K | Hold |
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|
2024
Q4 | $153K | Hold |
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|
2024
Q3 | $138K | Sell |
|
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|
2024
Q2 | $146K | Buy |
|
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|
2024
Q1 | $132K | Buy |
|
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|
2023
Q4 | $104K | Buy |
|
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|
2023
Q3 | $84.3K | Buy |
|
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|
2023
Q2 | $85.4K | Buy |
|
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|
2023
Q1 | $85.1K | Hold |
|
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|
2022
Q4 | $98.6K | Buy |
|