Wealthspire Advisors (New York)’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 | $4.92M | Sell |
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|
2025
Q2 | $4.93M | Sell |
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|
2025
Q1 | $5.48M | Sell |
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|
2024
Q4 | $5.81M | Sell |
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|
2024
Q3 | $6.61M | Buy |
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|
2024
Q2 | $4.99M | Buy |
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|
2024
Q1 | $4.51M | Buy |
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|
2023
Q4 | $3.96M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $2.98M | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $4.16M | Sell |
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|
2022
Q3 | $4.09M | Buy |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $4.01M | Sell |
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|
2021
Q4 | $5.19M | Sell |
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|
2021
Q3 | $6.13M | Buy |
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|
2021
Q2 | $3.01M | Sell |
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|
2021
Q1 | $6.5M | Buy |
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|
2020
Q4 | $2.78M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $2.48M | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $644K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $143K | Buy |
|