Winch Advisory 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 | $80.7K | Buy |
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|
2025
Q1 | $70.8K | Sell |
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|
2024
Q4 | $74.9K | Buy |
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|
2024
Q3 | $61K | Sell |
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|
2024
Q2 | $63.3K | Sell |
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|
2024
Q1 | $81.1K | Buy |
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|
2023
Q4 | $71.6K | Buy |
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|
2023
Q3 | $58K | Buy |
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|
2023
Q2 | $56K | Buy |
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|
2023
Q1 | $43K | Buy |
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|
2022
Q4 | $46K | Buy |
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|
2022
Q3 | $41K | Sell |
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|
2022
Q2 | $47K | Sell |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $68K | Buy |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | $58K | Buy |
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|
2020
Q4 | $24K | Buy |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $10K | Buy |
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|
2020
Q1 | $6K | Buy |
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|
2019
Q4 | $7K | Buy |
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|
2019
Q3 | $6K | Sell |
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|
2019
Q2 | $12K | Buy |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $8K | Sell |
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|
2018
Q2 | $12K | Sell |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $1.46M | Buy |
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|
2017
Q3 | $58K | Sell |
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|
2017
Q2 | $239K | Sell |
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|
2017
Q1 | $244K | Buy |
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|
2016
Q4 | $1K | Sell |
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|
2016
Q3 | $1.54M | Buy |
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|
2016
Q2 | $1.15M | Buy |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $43K | Buy |
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|
2015
Q3 | $1K | Hold |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $35K | Buy |
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|
2014
Q2 | $32K | Sell |
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|
2014
Q1 | $36K | Buy |
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