Wealth Architects’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 | $1.4M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.18M | Sell |
|
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|
2024
Q1 | $1.13M | Sell |
|
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|
2023
Q4 | $1.01M | Buy |
|
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|
2023
Q3 | $800K | Buy |
|
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|
2023
Q2 | $818K | Sell |
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|
2023
Q1 | $817K | Buy |
|
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|
2022
Q4 | $940K | Sell |
|
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|
2022
Q3 | $893K | Buy |
|
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|
2022
Q2 | $898K | Sell |
|
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|
2022
Q1 | $1.2M | Sell |
|
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|
2021
Q4 | $1.31M | Sell |
|
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|
2021
Q3 | $1.27M | Buy |
|
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|
2021
Q2 | $1.19M | Sell |
|
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|
2021
Q1 | $1.13M | Sell |
|
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|
2020
Q4 | $893K | Sell |
|
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|
2020
Q3 | $739K | Buy |
|
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|
2020
Q2 | $720K | Sell |
|
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|
2020
Q1 | $794K | Buy |
|
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|
2019
Q4 | $1.04M | Sell |
|
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|
2019
Q3 | $875K | Buy |
|
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|
2019
Q2 | $866K | Buy |
|
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|
2019
Q1 | $779K | Buy |
|
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|
2018
Q4 | $686K | Sell |
|
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|
2018
Q3 | $823K | Buy |
|
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|
2018
Q2 | $767K | Buy |
|
|||||
|
2018
Q1 | $794K | Sell |
|
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|
2017
Q4 | $812K | Buy |
|
|||||
|
2017
Q3 | $691K | Sell |
|
|||||
|
2017
Q2 | $662K | Buy |
|
|||||
|
2017
Q1 | $269K | Buy |
|
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|
2016
Q4 | $246K | Buy |
|
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|
2016
Q3 | $163K | Sell |
|
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|
2016
Q2 | $138K | Sell |
|
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|
2016
Q1 | $202K | Sell |
|
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|
2015
Q4 | $251K | Buy |
|
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|
2015
Q3 | $167K | Buy |
|
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|
2015
Q2 | $172K | Buy |
|
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|
2015
Q1 | $156K | Sell |
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|
2014
Q4 | $191K | Buy |
|