RW Investment 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
Q3 | $827K | Sell |
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|
2025
Q2 | $764K | Hold |
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|
2025
Q1 | $673K | Sell |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $799K | Buy |
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|
2024
Q1 | $748K | Sell |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $633K | Sell |
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|
2023
Q2 | $731K | Hold |
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|
2023
Q1 | $729K | Hold |
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|
2022
Q4 | $844K | Buy |
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