West Wealth 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
Q3
$356K Sell
2025
Q2
$356K Buy
2025
Q1
$270K Sell
2024
Q4
$315K Buy
2024
Q3
$259K Sell
2024
Q2
$262K Buy
2024
Q1
$244K Buy
2023
Q4
$216K Buy
2022
Q1
Sell
2021
Q4
$208K Buy