TrueWealth 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 | $461K | Sell |
|
|||||
|
2025
Q2 | $426K | Sell |
|
|||||
|
2025
Q1 | $376K | Buy |
|
|||||
|
2024
Q4 | $383K | Sell |
|
|||||
|
2024
Q3 | $378K | Buy |
|
|||||
|
2024
Q2 | $370K | Buy |
|
|||||
|
2024
Q1 | $307K | Sell |
|
|||||
|
2023
Q4 | $307K | Sell |
|
|||||
|
2023
Q3 | $253K | Sell |
|
|||||
|
2023
Q2 | $271K | Sell |
|
|||||
|
2023
Q1 | $294K | Sell |
|
|||||
|
2022
Q4 | $476K | Buy |
|
|||||
|
2022
Q3 | $434K | Buy |
|
|||||
|
2022
Q2 | $447K | Buy |
|
|||||
|
2022
Q1 | $612K | Hold |
|
|||||
|
2021
Q4 | $612K | Sell |
|
|||||
|
2021
Q3 | $594K | Buy |
|
|||||
|
2021
Q2 | $566K | Hold |
|
|||||
|
2021
Q1 | $523K | Sell |
|
|||||
|
2020
Q4 | $458K | Buy |
|