Waldron Private Wealth’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
Q2 | $643K | Hold |
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|
2025
Q1 | $567K | Sell |
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|
2024
Q4 | $4.88M | Buy |
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|
2024
Q3 | $2.24M | Buy |
|
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|
2024
Q2 | $2.07M | Buy |
|
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|
2024
Q1 | $1.96M | Buy |
|
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|
2023
Q4 | $1.65M | Buy |
|
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|
2023
Q3 | $1.33M | Buy |
|
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.62M | Buy |
|
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|
2022
Q4 | $1.48M | Hold |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.88M | Buy |
|
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $2.58M | Buy |
|
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|
2021
Q1 | $1.11M | Sell |
|
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|
2020
Q4 | $873K | Sell |
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|
2020
Q3 | $739K | Buy |
|
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|
2020
Q2 | $650K | Buy |
|
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|
2020
Q1 | $523K | Sell |
|
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|
2019
Q4 | $902K | Buy |
|
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|
2019
Q3 | $716K | Buy |
|
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|
2019
Q2 | $385K | Sell |
|
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|
2019
Q1 | $581K | Buy |
|
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|
2018
Q4 | $473K | Buy |
|
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|
2018
Q3 | $340K | Buy |
|
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|
2018
Q2 | $313K | Buy |
|
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|
2018
Q1 | $328K | Buy |
|
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|
2017
Q4 | $310K | Buy |
|
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|
2017
Q3 | $261K | Hold |
|
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|
2017
Q2 | $250K | Sell |
|
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|
2017
Q1 | $578K | Buy |
|
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|
2016
Q4 | $255K | Sell |
|
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|
2016
Q3 | $471K | Sell |
|
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|
2016
Q2 | $433K | Buy |
|
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|
2016
Q1 | $384K | Sell |
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|
2015
Q4 | $540K | Buy |
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|
2015
Q3 | $380K | Buy |
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|
2015
Q2 | $198K | Buy |
|