Westshore Wealth’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 | $394K | Sell |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $338K | Sell |
|
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|
2024
Q2 | $345K | Sell |
|
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $287K | Buy |
|
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $647K | Buy |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $305K | Buy |
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