AIMZ 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 | $910K | Hold |
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|
2025
Q2 | $835K | Hold |
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|
2025
Q1 | $736K | Hold |
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|
2024
Q4 | $775K | Hold |
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|
2024
Q3 | $700K | Buy |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $724K | Sell |
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|
2023
Q4 | $679K | Hold |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $686K | Sell |
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|
2022
Q3 | $630K | Sell |
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|
2022
Q2 | $653K | Hold |
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|
2022
Q1 | $864K | Hold |
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|
2021
Q4 | $933K | Sell |
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|
2021
Q3 | $898K | Sell |
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|
2021
Q2 | $877K | Hold |
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|
2021
Q1 | $823K | Sell |
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|
2020
Q4 | $646K | Hold |
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|
2020
Q3 | $513K | Hold |
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|
2020
Q2 | $506K | Hold |
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|
2020
Q1 | $452K | Hold |
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|
2019
Q4 | $751K | Sell |
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|
2019
Q3 | $645K | Sell |
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|
2019
Q2 | $645K | Hold |
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|
2019
Q1 | $613K | Sell |
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|
2018
Q4 | $572K | Sell |
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|
2018
Q3 | $693K | Sell |
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|
2018
Q2 | $692K | Sell |
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|
2018
Q1 | $745K | Buy |
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|
2017
Q4 | $688K | Sell |
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|
2017
Q3 | $598K | Hold |
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|
2017
Q2 | $573K | Hold |
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|
2017
Q1 | $557K | Sell |
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|
2016
Q4 | $526K | Sell |
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|
2016
Q3 | $377K | Hold |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $665K | Buy |
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|
2015
Q4 | $384K | Hold |
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|
2015
Q3 | $356K | Buy |
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|
2015
Q2 | $376K | Buy |
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|
2015
Q1 | $336K | Buy |
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|
2014
Q4 | $358K | Buy |
|