Shelton 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 | $301K | Buy |
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|
2025
Q2 | $268K | Buy |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $248K | Hold |
|
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|
2024
Q3 | $224K | Hold |
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|
2024
Q2 | $225K | Sell |
|
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|
2024
Q1 | $284K | Sell |
|
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $345K | Buy |
|
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|
2023
Q1 | $322K | Buy |
|
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $460K | Buy |
|