Semus 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 | $636K | Buy |
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|
2025
Q2 | $574K | Buy |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $484K | Sell |
|
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|
2024
Q3 | $448K | Buy |
|
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|
2024
Q2 | $432K | Sell |
|
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|
2024
Q1 | $413K | Buy |
|
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|
2023
Q4 | $364K | Sell |
|
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $342K | Buy |
|
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|
2023
Q1 | $338K | Sell |
|
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|
2022
Q4 | $410K | Buy |
|