WCG Wealth 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
Q2 | $3.74M | Sell |
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|
2025
Q1 | $3.98M | Sell |
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|
2024
Q4 | $4.77M | Buy |
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|
2024
Q3 | $4.12M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.69M | Sell |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $299K | Buy |
|