Wescott Financial Advisory Group’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
Q2 | $725K | Sell |
|
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|
2025
Q1 | $655K | Buy |
|
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|
2024
Q4 | $677K | Buy |
|
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|
2024
Q3 | $595K | Buy |
|
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|
2024
Q2 | $591K | Buy |
|
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|
2024
Q1 | $551K | Sell |
|
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|
2023
Q4 | $492K | Buy |
|
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|
2023
Q3 | $398K | Sell |
|
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|
2023
Q2 | $452K | Buy |
|
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|
2023
Q1 | $444K | Buy |
|
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|
2022
Q4 | $487K | Sell |
|
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|
2022
Q3 | $453K | Sell |
|
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|
2022
Q2 | $469K | Sell |
|
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|
2022
Q1 | $627K | Buy |
|
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|
2021
Q4 | $666K | Sell |
|
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|
2021
Q3 | $661K | Buy |
|
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|
2021
Q2 | $580K | Sell |
|
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|
2021
Q1 | $591K | Buy |
|
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|
2020
Q4 | $460K | Buy |
|