Three Bridge 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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $242K | Sell |
|
|||||
|
2025
Q1 | $305K | Hold |
|
|||||
|
2024
Q4 | $321K | Buy |
|
|||||
|
2024
Q3 | $214K | Hold |
|
|||||
|
2024
Q2 | $215K | Sell |
|
|||||
|
2024
Q1 | $277K | Hold |
|
|||||
|
2023
Q4 | $246K | Sell |
|
|||||
|
2023
Q3 | $227K | Hold |
|
|||||
|
2023
Q2 | $238K | Hold |
|
|||||
|
2023
Q1 | $237K | Buy |
|