Tandem Wealth Advisors’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
Q4 | $625K | Buy |
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|
2025
Q3 | $491K | Sell |
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|
2025
Q2 | $542K | Buy |
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|
2025
Q1 | $410K | Buy |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $184K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $185K | Buy |
|