WMS Partners’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $510K | Buy |
|
|||||
|
2024
Q3 | $397K | Sell |
|
|||||
|
2024
Q2 | $501K | Sell |
|
|||||
|
2024
Q1 | $496K | Buy |
|
|||||
|
2023
Q4 | $365K | Buy |
|
|||||
|
2023
Q3 | $268K | Sell |
|
|||||
|
2023
Q2 | $298K | Sell |
|
|||||
|
2023
Q1 | $309K | Sell |
|
|||||
|
2022
Q4 | $362K | Sell |
|
|||||
|
2022
Q3 | $343K | Sell |
|
|||||
|
2022
Q2 | $400K | Hold |
|
|||||
|
2022
Q1 | $530K | Buy |
|
|||||
|
2021
Q4 | $480K | Buy |
|
|||||
|
2021
Q3 | $444K | Buy |
|
|||||
|
2021
Q2 | $330K | Sell |
|
|||||
|
2021
Q1 | $336K | Hold |
|
|||||
|
2020
Q4 | $263K | Sell |
|
|||||
|
2020
Q3 | $226K | Sell |
|
|||||
|
2020
Q2 | $234K | Sell |
|
|||||
|
2020
Q1 | $284K | Buy |
|
|||||
|
2019
Q4 | $435K | Sell |
|
|||||
|
2019
Q3 | $406K | Sell |
|
|||||
|
2019
Q2 | $480K | Sell |
|
|||||
|
2019
Q1 | $498K | Buy |
|
|||||
|
2018
Q4 | $428K | Buy |
|
|||||
|
2018
Q3 | $505K | Sell |
|
|||||
|
2018
Q2 | $669K | Sell |
|
|||||
|
2018
Q1 | $822K | Sell |
|
|||||
|
2017
Q4 | $950K | Sell |
|
|||||
|
2017
Q3 | $822K | Buy |
|
|||||
|
2017
Q2 | $740K | Sell |
|
|||||
|
2017
Q1 | $1.03M | Buy |
|
|||||
|
2016
Q4 | $962K | Buy |
|
|||||
|
2016
Q3 | $660K | Buy |
|
|||||
|
2016
Q2 | $546K | Sell |
|
|||||
|
2016
Q1 | $702K | Buy |
|
|||||
|
2015
Q4 | $841K | Buy |
|
|||||
|
2015
Q3 | $360K | Sell |
|
|||||
|
2015
Q2 | $630K | Sell |
|
|||||
|
2015
Q1 | $612K | Sell |
|
|||||
|
2014
Q4 | $735K | Buy |
|
|||||
|
2014
Q3 | $568K | Sell |
|
|||||
|
2014
Q2 | $519K | Buy |
|
|||||
|
2014
Q1 | $544K | Buy |
|
|||||
|
2013
Q4 | $400K | Buy |
|
|||||
|
2013
Q3 | $266K | Buy |
|
|||||
|
2013
Q2 | $223K | Buy |
|