WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $1.95M | Sell |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $955K | Sell |
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|
2020
Q2 | $949K | Buy |
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|
2020
Q1 | $831K | Buy |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $963K | Buy |
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|
2019
Q1 | $256K | Sell |
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|
2018
Q4 | $510K | Buy |
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|
2018
Q3 | $325K | Sell |
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|
2018
Q2 | $330K | Sell |
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $438K | Sell |
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|
2017
Q3 | $441K | Sell |
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|
2017
Q2 | $430K | Sell |
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|
2017
Q1 | $430K | Buy |
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|
2016
Q4 | $298K | Sell |
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|
2016
Q3 | $273K | Sell |
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|
2016
Q2 | $529K | Buy |
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|
2016
Q1 | $512K | Buy |
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