Willow Creek 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
Q2 | $318K | Sell |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q2 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $223K | Buy |
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|
2018
Q1 | $233K | Buy |
|