Signature Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $250K | Hold |
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|
2025
Q3 | $234K | Sell |
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|
2025
Q2 | $224K | Sell |
|
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|
2025
Q1 | $222K | Hold |
|
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|
2024
Q4 | $234K | Sell |
|
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|
2024
Q3 | $232K | Sell |
|
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $332K | Hold |
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|
2023
Q3 | $270K | Hold |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $205K | Buy |
|