Wealth Effects’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 | $1.23M | Sell |
|
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|
2025
Q2 | $1.18M | Buy |
|
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|
2025
Q1 | $940K | Buy |
|
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|
2024
Q4 | $956K | Sell |
|
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|
2024
Q3 | $978K | Buy |
|
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|
2024
Q2 | $980K | Sell |
|
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|
2024
Q1 | $976K | Sell |
|
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|
2023
Q4 | $978K | Sell |
|
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|
2023
Q3 | $823K | Sell |
|
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|
2023
Q2 | $878K | Sell |
|
|||||
|
2023
Q1 | $895K | Sell |
|
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|
2022
Q4 | $1.06M | Sell |
|
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|
2022
Q3 | $1.51M | Sell |
|
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|
2022
Q2 | $1.56M | Sell |
|
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|
2022
Q1 | $2.11M | Buy |
|
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|
2021
Q4 | $2.28M | Buy |
|