Stockman 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 | $12.1M | Buy |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $9.69M | Buy |
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|
2024
Q2 | $9.39M | Sell |
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|
2024
Q1 | $8.98M | Buy |
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|
2023
Q4 | $7.95M | Buy |
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|
2023
Q3 | $6.3M | Sell |
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|
2023
Q2 | $6.65M | Buy |
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|
2023
Q1 | $5.85M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Buy |
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