Waddell & Associates’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 | $1.13M | Buy |
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|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $476K | Buy |
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|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $614K | Sell |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $881K | Buy |
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|
2021
Q4 | $712K | Buy |
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|
2021
Q3 | $649K | Buy |
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|
2021
Q2 | $462 | Buy |
|