Valley Wealth Managers’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 | $20.2K | Hold |
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|
2025
Q2 | $18.5K | Buy |
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|
2025
Q1 | $2.67K | Hold |
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|
2024
Q4 | $2.81K | Sell |
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|
2024
Q3 | $62.1K | Buy |
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|
2024
Q2 | $59.7K | Hold |
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|
2024
Q1 | $56.9K | Hold |
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|
2023
Q4 | $50.5K | Hold |
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|
2023
Q3 | $41.1K | Hold |
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|
2023
Q2 | $43K | Hold |
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|
2023
Q1 | $42.9K | Hold |
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|
2022
Q4 | $49.7K | Sell |
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|
2022
Q3 | $166K | Sell |
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|
2022
Q2 | $3.66M | Buy |
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|
2022
Q1 | $4.51M | Buy |
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|
2021
Q4 | $4.83M | Sell |
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|
2021
Q3 | $4.85M | Sell |
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|
2021
Q2 | $4.71M | Buy |
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|
2021
Q1 | $4.3M | Sell |
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|
2020
Q4 | $3.38M | Sell |
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|
2020
Q3 | $2.86M | Sell |
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|
2020
Q2 | $3.04M | Sell |
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|
2020
Q1 | $2.76M | Buy |
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|
2019
Q4 | $530K | Sell |
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|
2019
Q3 | $725K | Sell |
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|
2019
Q2 | $957K | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $239K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $237K | Sell |
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|
2017
Q4 | $242K | Sell |
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|
2017
Q3 | $410K | Buy |
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|
2017
Q2 | $219K | Sell |
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|
2017
Q1 | $351K | Buy |
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|
2016
Q4 | $329K | Buy |
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|
2016
Q3 | $200K | Buy |
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|
2016
Q2 | $170K | Buy |
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