Traphagen Investment 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 | $690K | Buy |
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|
2025
Q2 | $552K | Sell |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $497K | Sell |
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|
2022
Q2 | $514K | Buy |
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|
2022
Q1 | $540K | Buy |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $469K | Sell |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $307K | Sell |
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|
2020
Q3 | $272K | Buy |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $342K | Buy |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $323K | Buy |
|