Wealth Management Associates’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 | $1.64M | Sell |
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2025
Q1 | $1.45M | Sell |
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2024
Q4 | $1.53M | Sell |
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2024
Q3 | $1.42M | Buy |
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2024
Q2 | $1.35M | Hold |
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2024
Q1 | $1.35M | Sell |
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2023
Q4 | $1.2M | Sell |
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2023
Q3 | $985K | Buy |
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2023
Q2 | $1.02M | Sell |
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2023
Q1 | $1.04M | Buy |
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2022
Q4 | $1.2M | Sell |
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2022
Q3 | $1.14M | Buy |
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2022
Q2 | $1.17M | Sell |
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2022
Q1 | $1.61M | Buy |
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2021
Q4 | $1.65M | Sell |
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2021
Q3 | $1.64M | Buy |
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2021
Q2 | $1.59M | Buy |
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2021
Q1 | $1.23M | Sell |
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2020
Q4 | $980K | Buy |
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2020
Q3 | $777K | Buy |
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2020
Q2 | $696K | Buy |
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2020
Q1 | $618K | Buy |
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2019
Q4 | $1.02M | Buy |
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2019
Q3 | $809K | Buy |
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2019
Q2 | $503K | Buy |
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2019
Q1 | $466K | Buy |
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2018
Q4 | $370K | Buy |
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