WFA Asset 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
Q2
$217K Sell
2025
Q1
$244K Buy
2024
Q4
$274K Buy
2024
Q3
$184K Sell
2024
Q2
$217K Sell
2024
Q1
$244K Sell
2023
Q4
$372K Buy
2023
Q3
$301K Sell
2023
Q2
$318K Buy
2023
Q1
$315K Buy
2022
Q4
$329K Sell
2022
Q3
$361K Hold
2022
Q2
$373K Buy
2022
Q1
$490K Buy
2021
Q4
$524K Buy