Segment 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
Q3 | $442K | Hold |
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|
2025
Q2 | $405K | Buy |
|
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|
2025
Q1 | $350K | Buy |
|
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|
2024
Q4 | $222K | Sell |
|
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|
2024
Q3 | $206K | Sell |
|
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|
2024
Q2 | $212K | Sell |
|
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|
2024
Q1 | $215K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $239K | Hold |
|
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|
2022
Q4 | $277K | Hold |
|
|||||
|
2022
Q3 | $252K | Sell |
|
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|
2022
Q2 | $267K | Sell |
|
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|
2022
Q1 | $658K | Buy |
|
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|
2021
Q4 | $675K | Buy |
|
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|
2021
Q3 | $427K | Sell |
|
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|
2021
Q2 | $473K | Hold |
|
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|
2021
Q1 | $444K | Buy |
|
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|
2020
Q4 | $331K | Buy |
|
|||||
|
2020
Q3 | $258K | Sell |
|
|||||
|
2020
Q2 | $261K | Sell |
|
|||||
|
2020
Q1 | $276K | Sell |
|
|||||
|
2019
Q4 | $587K | Buy |
|
|||||
|
2019
Q3 | $373K | Sell |
|
|||||
|
2019
Q2 | $379K | Sell |
|
|||||
|
2019
Q1 | $377K | Buy |
|
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|
2018
Q4 | $334K | Sell |
|
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|
2018
Q3 | $550K | Buy |
|
|||||
|
2018
Q2 | $526K | Buy |
|
|||||
|
2018
Q1 | $504K | Buy |
|
|||||
|
2017
Q4 | $443K | Sell |
|
|||||
|
2017
Q3 | $386K | Sell |
|
|||||
|
2017
Q2 | $416K | Buy |
|
|||||
|
2017
Q1 | $299K | Buy |
|
|||||
|
2016
Q4 | $234K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $148K | Buy |
|
|||||
|
2015
Q4 | $176K | Buy |
|
|||||
|
2015
Q3 | $163K | Sell |
|
|||||
|
2015
Q2 | $178K | Buy |
|
|||||
|
2015
Q1 | $159K | Buy |
|