Spire 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 | $2.47M | Sell |
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|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $3.1M | Buy |
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|
2024
Q3 | $2.73M | Buy |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $3.09M | Buy |
|
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|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $2.2M | Buy |
|
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $3.21M | Sell |
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|
2022
Q1 | $5.17M | Sell |
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|
2021
Q4 | $19M | Buy |
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|
2021
Q3 | $14.7M | Buy |
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|
2021
Q2 | $13.5M | Sell |
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|
2021
Q1 | $14.2M | Buy |
|