WealthShield Partners’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 | $826K | Buy |
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|
2025
Q2 | $757K | Buy |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $446K | Sell |
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|
2022
Q1 | $724K | Buy |
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|
2021
Q4 | $773K | Buy |
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|
2021
Q3 | $572K | Sell |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $629K | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $699K | Buy |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $321K | Buy |
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|
2019
Q3 | $266K | Buy |
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|
2019
Q2 | $264K | Sell |
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|
2019
Q1 | $301K | Buy |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $277K | Buy |
|