Western Pacific Wealth Management’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 | $51.7K | Hold |
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|
2025
Q2 | $47.5K | Sell |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $199K | Hold |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | $180K | Buy |
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|
2024
Q1 | $171K | Buy |
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|
2023
Q4 | $152K | Buy |
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|
2023
Q3 | $124K | Buy |
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|
2023
Q2 | $58.2K | Hold |
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|
2023
Q1 | $58K | Sell |
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|
2022
Q4 | $82.2K | Buy |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $67K | Buy |
|