Widmann Financial Services’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 | $340K | Hold |
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|
2025
Q1 | $300K | Hold |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $269K | Buy |
|