Williams Jones Wealth 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
Q3 | $3.99M | Sell |
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|
2025
Q2 | $3.74M | Sell |
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|
2025
Q1 | $3.37M | Sell |
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|
2024
Q4 | $3.6M | Sell |
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|
2024
Q3 | $3.67M | Sell |
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|
2024
Q2 | $3.8M | Sell |
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|
2024
Q1 | $3.63M | Sell |
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|
2023
Q4 | $3.72M | Sell |
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|
2023
Q3 | $3.32M | Sell |
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|
2023
Q2 | $4.25M | Sell |
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|
2023
Q1 | $4.83M | Sell |
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|
2022
Q4 | $6.1M | Sell |
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|
2022
Q3 | $5.57M | Sell |
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|
2022
Q2 | $8.39M | Buy |
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|
2022
Q1 | $10.7M | Sell |
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|
2021
Q4 | $12.1M | Buy |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $10.3M | Buy |
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|
2020
Q4 | $7.76M | Buy |
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|
2020
Q3 | $6.07M | Buy |
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|
2020
Q2 | $5.88M | Sell |
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|
2020
Q1 | $5.42M | Sell |
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|
2019
Q4 | $29.4M | Buy |
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|
2019
Q3 | $23.4M | Buy |
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