Signature Wealth Management Partners’s Bank of America BAC Stock Holding History

Signature Wealth Management Partners’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$224K	Sell
2025 Q1	$222K	Hold
2024 Q4	$234K	Sell
2024 Q3	$232K	Sell
2024 Q2	$369K	Hold
2024 Q1	$352K	Sell
2023 Q4	$332K	Hold
2023 Q3	$270K	Hold
2023 Q2	$283K	Buy
2023 Q1	$205K	Buy