APM
Advanced Portfolio Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,194
| Closed | -$1.26M | – | 48 |
|
|
2024
Q4 | $1.26M | Buy |
27,194
+19,560
| +256% | +$906K | 1.44% | 28 |
|
|
2024
Q3 | $303K | Sell |
7,634
-6,616
| -46% | -$263K | 0.31% | 39 |
|
|
2024
Q2 | $567K | Hold |
14,250
| – | – | 0.37% | 37 |
|
|
2024
Q1 | $540K | Sell |
14,250
-60,750
| -81% | -$2.3M | 1.02% | 22 |
|
|
2023
Q4 | $2.53M | Buy |
+75,000
| New | +$2.53M | 2.66% | 5 |
|