Wellspring 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 | $760K | Sell |
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|
2025
Q2 | $874K | Buy |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $134K | Buy |
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