Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | $1.83M | Sell |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $1.99M | Sell |
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|
2022
Q1 | $2.64M | Sell |
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|
2021
Q4 | $2.92M | Sell |
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|
2021
Q3 | $2.9M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.58M | Sell |
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|
2020
Q4 | $2.05M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $830K | Buy |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $994K | Buy |
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|
2019
Q1 | $895K | Buy |
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|
2018
Q4 | $753K | Buy |
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|
2018
Q3 | $154K | Hold |
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|
2018
Q2 | $148K | Sell |
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|
2018
Q1 | $160K | Sell |
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|
2017
Q4 | $163K | Sell |
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|
2017
Q3 | $141K | Hold |
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|
2017
Q2 | $135K | Hold |
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|
2017
Q1 | $131K | Buy |
|