Twelve Points Wealth Management’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 | $228K | Hold |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $205K | Sell |
|
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|
2024
Q4 | $230K | Sell |
|
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|
2024
Q3 | $350K | Buy |
|
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|
2024
Q2 | $336K | Hold |
|
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|
2024
Q1 | $320K | Sell |
|
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|
2023
Q4 | $303K | Sell |
|
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|
2023
Q3 | $281K | Sell |
|
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|
2023
Q2 | $375K | Sell |
|
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|
2023
Q1 | $421K | Buy |
|
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|
2022
Q4 | $476K | Hold |
|
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|
2022
Q3 | $434K | Hold |
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|
2022
Q2 | $447K | Hold |
|
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|
2022
Q1 | $592K | Sell |
|
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|
2021
Q4 | $646K | Buy |
|