Wambolt & 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
Q2
$559K Sell
2025
Q1
$546K Hold
2024
Q4
$579K Sell
2024
Q3
$567K Sell
2024
Q2
$601K Sell
2024
Q1
$612K Sell
2023
Q4
$902K Sell
2023
Q3
$799K Sell
2023
Q2
$903K Sell
2023
Q1
$905K Sell
2022
Q4
$1.1M Sell
2022
Q3
$1.02M Sell
2022
Q2
$1.06M Sell
2022
Q1
$1.42M Sell
2021
Q4
$1.62M Sell
2021
Q3
$1.63M Sell
2021
Q2
$1.58M Buy
2021
Q1
$1.44M Buy
2020
Q4
$1.1M Buy
2020
Q3
$870K Sell
2020
Q2
$885K Buy
2020
Q1
$270K Buy