TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $2.76M | Buy |
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|
2022
Q1 | $3.43M | Buy |
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|
2021
Q4 | $3.67M | Sell |
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|
2021
Q3 | $3.54M | Buy |
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|
2021
Q2 | $3.33M | Sell |
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|
2021
Q1 | $3.43M | Sell |
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|
2020
Q4 | $2.76M | Sell |
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|
2020
Q3 | $2.87M | Sell |
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|
2020
Q2 | $3.78M | Buy |
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|
2020
Q1 | $3.12M | Sell |
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|
2019
Q4 | $5.96M | Sell |
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|
2019
Q3 | $5.61M | Buy |
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|
2019
Q2 | $4.27M | Sell |
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|
2019
Q1 | $3.84M | Sell |
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|
2018
Q4 | $3.94M | Buy |
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