WFA of San Diego’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 | $165K | Buy |
|
|||||
|
2024
Q3 | $297K | Sell |
|
|||||
|
2024
Q2 | $300K | Buy |
|
|||||
|
2023
Q3 | $203K | Sell |
|
|||||
|
2023
Q2 | $218K | Sell |
|
|||||
|
2023
Q1 | $219K | Sell |
|
|||||
|
2022
Q4 | $311K | Sell |
|
|||||
|
2022
Q3 | $289K | Buy |
|
|||||
|
2022
Q2 | $225K | Sell |
|
|||||
|
2022
Q1 | $316K | Sell |
|
|||||
|
2021
Q4 | $445K | Buy |
|
|||||
|
2021
Q3 | $340K | Sell |
|
|||||
|
2021
Q2 | $334K | Sell |
|
|||||
|
2021
Q1 | $329K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $246K | Sell |
|
|||||
|
2020
Q2 | $6.22M | Buy |
|