Vishria Bird Financial Group’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 | $276K | Buy |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $240K | Hold |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $8.29M | Sell |
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|
2020
Q4 | $6.67M | Buy |
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|
2020
Q3 | $5.25M | Buy |
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|
2020
Q2 | $5.08M | Sell |
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|
2020
Q1 | $4.59M | Buy |
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|
2019
Q4 | $7.24M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5.87M | Buy |
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|
2019
Q1 | $5.35M | Sell |
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|
2018
Q4 | $4.86M | Sell |
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|
2018
Q3 | $5.81M | Buy |
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|
2018
Q2 | $5.56M | Buy |
|