Tempus Wealth Planning’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 | $1.64M | Sell |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.31M | Buy |
|
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|
2024
Q4 | $1.38M | Sell |
|
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|
2024
Q3 | $1.26M | Buy |
|
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|
2024
Q2 | $1.26M | Buy |
|
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|
2024
Q1 | $1.14M | Sell |
|
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|
2023
Q4 | $1.02M | Sell |
|
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|
2023
Q3 | $839K | Sell |
|
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|
2023
Q2 | $1.59M | Sell |
|
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|
2023
Q1 | $1.59M | Sell |
|
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|
2022
Q4 | $1.84M | Buy |
|
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|
2022
Q3 | $1.67M | Buy |
|
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|
2022
Q2 | $1.18M | Buy |
|
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|
2022
Q1 | $1.48M | Sell |
|
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|
2021
Q4 | $1.63M | Hold |
|
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|
2021
Q3 | $1.55M | Buy |
|
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|
2021
Q2 | $1.47M | Buy |
|
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|
2021
Q1 | $1.01M | Buy |
|
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|
2020
Q4 | $789K | Sell |
|
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|
2020
Q3 | $628K | Sell |
|
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|
2020
Q2 | $722K | Buy |
|
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|
2020
Q1 | $645K | Sell |
|
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|
2019
Q4 | $1.09M | Buy |
|