Wallace Advisory 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 | $523K | Sell |
|
|||||
|
2025
Q2 | $552K | Sell |
|
|||||
|
2025
Q1 | $589K | Sell |
|
|||||
|
2024
Q4 | $540K | Sell |
|
|||||
|
2024
Q3 | $669K | Sell |
|
|||||
|
2024
Q2 | $691K | Buy |
|
|||||
|
2024
Q1 | $539K | Buy |
|
|||||
|
2023
Q4 | $314K | Sell |
|
|||||
|
2023
Q3 | $356K | Buy |
|
|||||
|
2023
Q2 | $318K | Hold |
|
|||||
|
2023
Q1 | $318K | Buy |
|
|||||
|
2022
Q4 | $359K | Buy |
|