1IA
1834 Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
9,669
+3,500
| +57% | +$166K | 0.06% | 168 |
|
|
2025
Q1 | $257K | Sell |
6,169
-1,965
| -24% | -$82K | 0.03% | 195 |
|
|
2024
Q4 | $357K | Sell |
8,134
-1,280
| -14% | -$56.3K | 0.05% | 180 |
|
|
2024
Q3 | $374K | Sell |
9,414
-8,099
| -46% | -$321K | 0.04% | 182 |
|
|
2024
Q2 | $696K | Sell |
17,513
-8,991
| -34% | -$358K | 0.08% | 144 |
|
|
2024
Q1 | $1.01M | Sell |
26,504
-30,131
| -53% | -$1.14M | 0.12% | 119 |
|
|
2023
Q4 | $1.91M | Sell |
56,635
-86,476
| -60% | -$2.91M | 0.23% | 87 |
|
|
2023
Q3 | $3.92M | Sell |
143,111
-27,482
| -16% | -$752K | 0.49% | 57 |
|
|
2023
Q2 | $4.89M | Sell |
170,593
-25,195
| -13% | -$723K | 0.58% | 49 |
|
|
2023
Q1 | $5.6M | Sell |
195,788
-23,310
| -11% | -$667K | 0.67% | 45 |
|
|
2022
Q4 | $7.26M | Sell |
219,098
-15,500
| -7% | -$513K | 1.04% | 29 |
|
|
2022
Q3 | $7.09M | Sell |
234,598
-1,257
| -0.5% | -$38K | 1.06% | 32 |
|
|
2022
Q2 | $7.34M | Buy |
235,855
+3,636
| +2% | +$113K | 1.03% | 35 |
|
|
2022
Q1 | $9.57M | Sell |
232,219
-1,335
| -0.6% | -$55K | 1.17% | 26 |
|
|
2021
Q4 | $10.4M | Buy |
233,554
+16,564
| +8% | +$737K | 1.17% | 26 |
|
|
2021
Q3 | $9.21M | Buy |
216,990
+57,552
| +36% | +$2.44M | 1.12% | 31 |
|
|
2021
Q2 | $6.57M | Sell |
159,438
-2,183
| -1% | -$90K | 0.79% | 44 |
|
|
2021
Q1 | $6.25M | Buy |
161,621
+6,936
| +4% | +$268K | 0.81% | 46 |
|
|
2020
Q4 | $4.69M | Buy |
154,685
+8,766
| +6% | +$266K | 0.62% | 54 |
|
|
2020
Q3 | $3.52M | Buy |
145,919
+48,662
| +50% | +$1.17M | 0.51% | 54 |
|
|
2020
Q2 | $2.31M | Sell |
97,257
-9,728
| -9% | -$231K | 0.37% | 63 |
|
|
2020
Q1 | $2.27M | Sell |
106,985
-16,807
| -14% | -$357K | 0.43% | 60 |
|
|
2019
Q4 | $4.36M | Sell |
123,792
-22,539
| -15% | -$794K | 0.67% | 47 |
|
|
2019
Q3 | $4.27M | Sell |
146,331
-4,904
| -3% | -$143K | 0.62% | 52 |
|
|
2019
Q2 | $4.39M | Sell |
151,235
-5,003
| -3% | -$145K | 0.66% | 51 |
|
|
2019
Q1 | $4.31M | Buy |
156,238
+1,045
| +0.7% | +$28.8K | 0.66% | 54 |
|
|
2018
Q4 | $3.82M | Buy |
155,193
+153,543
| +9,306% | +$3.78M | 0.64% | 56 |
|
|
2018
Q3 | $48K | Hold |
1,650
| – | – | 0.01% | 279 |
|
|
2018
Q2 | $47K | Hold |
1,650
| – | – | 0.01% | 277 |
|
|
2018
Q1 | $49K | Hold |
1,650
| – | – | 0.01% | 275 |
|
|
2017
Q4 | $49K | Buy |
+1,650
| New | +$49K | 0.01% | 289 |
|
|
2016
Q3 | – | Sell |
-258,858
| Closed | -$3.44M | – | 167 |
|
|
2016
Q2 | $3.44M | Sell |
258,858
-92,980
| -26% | -$1.23M | 0.75% | 49 |
|
|
2016
Q1 | $4.76M | Buy |
351,838
+50,366
| +17% | +$681K | 1.09% | 38 |
|
|
2015
Q4 | $5.07M | Buy |
301,472
+18,812
| +7% | +$317K | 1.19% | 29 |
|
|
2015
Q3 | $4.4M | Buy |
282,660
+11,754
| +4% | +$183K | 1.09% | 27 |
|
|
2015
Q2 | $4.61M | Buy |
270,906
+7,705
| +3% | +$131K | 1.26% | 28 |
|
|
2015
Q1 | $4.05M | Buy |
263,201
+34,788
| +15% | +$535K | 1.1% | 32 |
|
|
2014
Q4 | $4.09M | Buy |
228,413
+83,068
| +57% | +$1.49M | 1.13% | 33 |
|
|
2014
Q3 | $2.48M | Buy |
+145,345
| New | +$2.48M | 0.68% | 50 |
|