Waterfront 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
Q3 | $955K | Buy |
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|
2025
Q2 | $874K | Sell |
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|
2025
Q1 | $807K | Sell |
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|
2024
Q4 | $864K | Buy |
|
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|
2024
Q3 | $767K | Sell |
|
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|
2024
Q2 | $723K | Sell |
|
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|
2024
Q1 | $764K | Buy |
|
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|
2023
Q4 | $674K | Hold |
|
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $657K | Sell |
|
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|
2023
Q1 | $605K | Sell |
|
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|
2022
Q4 | $757K | Sell |
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|
2022
Q3 | $784K | Sell |
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|
2022
Q2 | $680K | Sell |
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|
2022
Q1 | $905K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $950K | Sell |
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|
2021
Q2 | $965K | Buy |
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|
2021
Q1 | $922K | Sell |
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|
2020
Q4 | $862K | Buy |
|