Taylor Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.83M | Sell |
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|
2022
Q1 | $6.78M | Sell |
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|
2021
Q4 | $7.52M | Buy |
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|
2021
Q3 | $6.92M | Buy |
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|
2021
Q2 | $6.31M | Buy |
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|
2021
Q1 | $5.86M | Sell |
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|
2020
Q4 | $4.63M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8.95M | Sell |
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|
2019
Q3 | $7.47M | Sell |
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|
2019
Q2 | $8.97M | Sell |
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|
2019
Q1 | $8.59M | Sell |
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|
2018
Q4 | $7.7M | Sell |
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|
2018
Q3 | $9.32M | Buy |
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|
2018
Q2 | $8.86M | Sell |
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|
2018
Q1 | $9.45M | Sell |
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|
2017
Q4 | $9.96M | Buy |
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|
2017
Q3 | $6.8M | Sell |
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|
2017
Q2 | $6.53M | Buy |
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|
2017
Q1 | $6.31M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Hold |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Hold |
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|
2015
Q2 | $1K | Buy |
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