Waverton Investment Management’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 | $223K | Sell |
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|
2025
Q2 | $309K | Hold |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $208K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $298K | Hold |
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|
2020
Q2 | $294K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5.8M | Buy |
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|
2015
Q3 | $5.24M | Buy |
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|
2015
Q2 | $4.07M | Buy |
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|
2015
Q1 | $3.63M | Sell |
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|
2014
Q4 | $4.46M | Sell |
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|
2014
Q3 | $5.97M | Sell |
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|
2014
Q2 | $6.13M | Sell |
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|
2014
Q1 | $14.9M | Buy |
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|
2013
Q4 | $10.6M | Sell |
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|
2013
Q3 | $10.2M | Buy |
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|
2013
Q2 | $530K | Buy |
|