Waverly Advisors’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 | $16.5M | Buy |
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|
2025
Q2 | $15.1M | Sell |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $8.62M | Buy |
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|
2024
Q2 | $7.88M | Buy |
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|
2024
Q1 | $7.47M | Buy |
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|
2023
Q4 | $6.44M | Sell |
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|
2023
Q3 | $5.31M | Sell |
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|
2023
Q2 | $8.44M | Buy |
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|
2023
Q1 | $5.08M | Buy |
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|
2022
Q4 | $3.18M | Buy |
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|
2022
Q3 | $2.65M | Buy |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $808K | Sell |
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|
2021
Q4 | $960K | Buy |
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|
2021
Q3 | $920K | Buy |
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|
2021
Q2 | $796K | Buy |
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|
2021
Q1 | $672K | Buy |
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|
2020
Q4 | $414K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $325K | Buy |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $427K | Sell |
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|
2019
Q3 | $375K | Buy |
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|
2019
Q2 | $289K | Hold |
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|
2019
Q1 | $275K | Sell |
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|
2018
Q4 | $262K | Sell |
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|
2018
Q3 | $1.82M | Buy |
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|
2018
Q2 | $1.74M | Buy |
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|
2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $2.09M | Buy |
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|
2017
Q3 | $1.63M | Sell |
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|
2017
Q2 | $1.71M | Buy |
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|
2017
Q1 | $1.54M | Buy |
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|
2016
Q4 | $348K | Buy |
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|
2016
Q3 | $236K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $36K | Hold |
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|
2015
Q2 | $40K | Hold |
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|
2015
Q1 | $36K | Buy |
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|
2014
Q4 | $33K | Buy |
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|
2014
Q3 | $23K | Sell |
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|
2014
Q2 | $53K | Buy |
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|
2014
Q1 | $32K | Sell |
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|
2013
Q4 | $235K | Sell |
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|
2013
Q3 | $217K | Hold |
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|
2013
Q2 | $202K | Buy |
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