Weil Company’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
2026
Q1
Sell
2025
Q4
$206K Sell
2025
Q3
$261K Buy
2025
Q2
$232K Buy
2025
Q1
$204K Hold
2024
Q4
$214K Buy
2022
Q3
Sell
2022
Q2
$845K Sell
2022
Q1
$1.13M Sell
2021
Q4
$2.07M Buy
2021
Q3
$1.95M Buy
2021
Q2
$1.83M Hold
2021
Q1
$1.72M Hold
2020
Q4
$1.35M Buy
2020
Q3
$1.05M Buy
2020
Q2
$611K Hold
2020
Q1
$546K Buy
2019
Q4
Sell
2019
Q3
$119K Buy