Wealth Advisors of Tampa Bay’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 | $563K | Hold |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $791K | Sell |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $779K | Sell |
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|
2021
Q4 | $932K | Buy |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $406K | Sell |
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|
2020
Q4 | $322K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $264K | Hold |
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|
2019
Q4 | $438K | Hold |
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $405K | Hold |
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|
2019
Q1 | $385K | Buy |
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|
2018
Q4 | $332K | Hold |
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|
2018
Q3 | $397K | Hold |
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|
2018
Q2 | $382K | Hold |
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|
2018
Q1 | $404K | Buy |
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|
2017
Q4 | $381K | Buy |
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