Sendero 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 | $449K | Buy |
|
|||||
|
2025
Q2 | $382K | Sell |
|
|||||
|
2025
Q1 | $380K | Buy |
|
|||||
|
2024
Q4 | $379K | Hold |
|
|||||
|
2024
Q3 | $342K | Hold |
|
|||||
|
2024
Q2 | $343K | Sell |
|
|||||
|
2024
Q1 | $5.64M | Buy |
|
|||||
|
2023
Q4 | $2.07M | Sell |
|
|||||
|
2023
Q3 | $3.71M | Buy |
|
|||||
|
2023
Q2 | $3.6M | Buy |
|
|||||
|
2023
Q1 | $2.8M | Buy |
|
|||||
|
2022
Q4 | $1.14M | Buy |
|
|||||
|
2022
Q3 | $492K | Buy |
|