United Asset Strategies’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 | $17.1M | Sell |
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|
2025
Q2 | $15.7M | Sell |
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|
2025
Q1 | $14M | Sell |
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|
2024
Q4 | $15.8M | Sell |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $14.2M | Buy |
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|
2024
Q1 | $13.6M | Buy |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $2.55M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $4.33M | Buy |
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|
2020
Q4 | $3.38M | Buy |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $692K | Buy |
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|
2019
Q3 | $561K | Buy |
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|
2019
Q2 | $542K | Buy |
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|
2019
Q1 | $499K | Sell |
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|
2018
Q4 | $553K | Sell |
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|
2018
Q3 | $667K | Sell |
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|
2018
Q2 | $657K | Sell |
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|
2018
Q1 | $773K | Buy |
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|
2017
Q4 | $734K | Buy |
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|
2017
Q3 | $598K | Sell |
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|
2017
Q2 | $624K | Buy |
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|
2017
Q1 | $536K | Sell |
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|
2016
Q4 | $562K | Buy |
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|
2016
Q3 | $235K | Sell |
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|
2016
Q2 | $225K | Sell |
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|
2016
Q1 | $294K | Sell |
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|
2015
Q4 | $454K | Buy |
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|
2015
Q3 | $331K | Buy |
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|
2015
Q2 | $354K | Buy |
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|
2015
Q1 | $252K | Buy |
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|
2014
Q4 | $270K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $209K | Sell |
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|
2014
Q1 | $255K | Buy |
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