Strategic Wealth 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 | $679K | Buy |
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|
2025
Q4 | $760K | Sell |
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|
2025
Q3 | $715K | Buy |
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|
2025
Q2 | $640K | Buy |
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|
2024
Q4 | $778K | Buy |
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|
2024
Q3 | $661K | Sell |
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $657K | Buy |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $365K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $7 | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Sell |
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|
2018
Q4 | $8K | Buy |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Buy |
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|
2018
Q1 | $4K | Buy |
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|
2017
Q4 | $1K | Buy |
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