Smith & Howard 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
Q2 | $296K | Sell |
|
|||||
|
2025
Q1 | $330K | Sell |
|
|||||
|
2024
Q4 | $350K | Sell |
|
|||||
|
2024
Q3 | $780K | Buy |
|
|||||
|
2024
Q2 | $216K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $208K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $209K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $235K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $274K | Buy |
|
|||||
|
2017
Q1 | $263K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $196K | Buy |
|
|||||
|
2015
Q4 | $174K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $219K | Buy |
|
|||||
|
2013
Q4 | $167K | Sell |
|
|||||
|
2013
Q3 | $253K | Buy |
|
|||||
|
2013
Q2 | $173K | Buy |
|