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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $494K | Hold |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $895K | Hold |
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|
2021
Q1 | $893K | Hold |
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|
2020
Q4 | $711K | Hold |
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|
2020
Q3 | $592K | Sell |
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|
2020
Q2 | $768K | Buy |
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|
2020
Q1 | $631K | Hold |
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|
2019
Q4 | $1.01M | Buy |
|