Smallwood Wealth Investment 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 | $82.1K | Sell |
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|
2025
Q2 | $80.8K | Sell |
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|
2025
Q1 | $82.5K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $301K | Buy |
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