3IP
3Chopt Investment Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
51,069
+675
| +1% | +$31.9K | 0.58% | 47 |
|
|
2025
Q1 | $2.1M | Buy |
50,394
+5,040
| +11% | +$210K | 0.55% | 49 |
|
|
2024
Q4 | $1.99M | Buy |
45,354
+4,977
| +12% | +$219K | 0.68% | 43 |
|
|
2024
Q3 | $1.6M | Buy |
40,377
+3,369
| +9% | +$134K | 0.57% | 52 |
|
|
2024
Q2 | $1.47M | Buy |
37,008
+1,159
| +3% | +$46.1K | 0.45% | 52 |
|
|
2024
Q1 | $1.36M | Buy |
35,849
+1,030
| +3% | +$39.1K | 0.56% | 53 |
|
|
2023
Q4 | $1.17M | Buy |
34,819
+541
| +2% | +$18.2K | 0.43% | 58 |
|
|
2023
Q3 | $939K | Sell |
34,278
-1,299
| -4% | -$35.6K | 0.55% | 46 |
|
|
2023
Q2 | $1.02M | Sell |
35,577
-23,831
| -40% | -$684K | 0.51% | 55 |
|
|
2023
Q1 | $1.7M | Sell |
59,408
-26,205
| -31% | -$749K | 0.91% | 37 |
|
|
2022
Q4 | $2.84M | Buy |
+85,613
| New | +$2.84M | 1.55% | 15 |
|