Westover Capital 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 | $890K | Sell |
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|
2025
Q2 | $823K | Sell |
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|
2025
Q1 | $731K | Buy |
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|
2024
Q4 | $768K | Buy |
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|
2024
Q3 | $647K | Hold |
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|
2024
Q2 | $648K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.65M | Sell |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $793K | Sell |
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|
2018
Q1 | $881K | Sell |
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|
2017
Q4 | $916K | Buy |
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|
2017
Q3 | $690K | Buy |
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