Websterrogers Financial Advisors’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 | $401K | Sell |
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|
2025
Q2 | $368K | Hold |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $342K | Hold |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $376K | Buy |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $552K | Hold |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $523K | Sell |
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|
2022
Q1 | $711K | Buy |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $628K | Sell |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $539K | Buy |
|