TRUE Private 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
Q2 | $772K | Buy |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $522K | Sell |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $531K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $2.97M | Buy |
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|
2023
Q1 | $2.8M | Buy |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.84M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $527K | Sell |
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|
2021
Q3 | $520K | Sell |
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|
2021
Q2 | $511K | Sell |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | $299K | Sell |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $996K | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $2.85M | Sell |
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|
2018
Q3 | $3.69M | Sell |
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|
2018
Q2 | $3.55M | Buy |
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|
2018
Q1 | $3.57M | Buy |
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|
2017
Q4 | $3.43M | Buy |
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|
2017
Q3 | $1.07M | Buy |
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|
2017
Q2 | $979K | Sell |
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|
2017
Q1 | $970K | Sell |
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|
2016
Q4 | $974K | Buy |
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|
2016
Q3 | $543K | Sell |
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|
2016
Q2 | $538K | Sell |
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|
2016
Q1 | $550K | Buy |
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