World Investment Advisors’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
$8.68M Buy
2025
Q2
$7.51M Buy
2025
Q1
$6.3M Buy
2024
Q4
$6.03M Buy
2024
Q3
$4.64M Buy
2024
Q2
$2.49M Buy
2024
Q1
$256K Sell
2023
Q4
$345K Buy
2021
Q4
Sell
2021
Q3
$244K Sell
2021
Q2
$262K Sell
2021
Q1
$268K Sell
2020
Q4
$234K Buy