AS
Altshuler Shaham’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Hold |
37,898
| – | – | 0.06% | 56 |
|
|
2025
Q1 | $1.58M | Hold |
37,898
| – | – | 0.04% | 47 |
|
|
2024
Q4 | $1.67M | Hold |
37,898
| – | – | 0.06% | 40 |
|
|
2024
Q3 | $1.5M | Buy |
37,898
+12,930
| +52% | +$513K | 0.09% | 43 |
|
|
2024
Q2 | $993K | Hold |
24,968
| – | – | 0.03% | 48 |
|
|
2024
Q1 | $947K | Sell |
24,968
-5,432
| -18% | -$206K | 0.04% | 43 |
|
|
2023
Q4 | $1.02M | Sell |
30,400
-4,726,340
| -99% | -$159M | 0.06% | 37 |
|
|
2023
Q3 | $130M | Buy |
4,756,740
+290,413
| +7% | +$7.95M | 3.53% | 11 |
|
|
2023
Q2 | $128M | Sell |
4,466,327
-5,658,131
| -56% | -$162M | 2.25% | 17 |
|
|
2023
Q1 | $290M | Buy |
10,124,458
+2,287,191
| +29% | +$65.4M | 6.33% | 6 |
|
|
2022
Q4 | $260M | Buy |
7,837,267
+5,196,669
| +197% | +$172M | 10.38% | 2 |
|
|
2022
Q3 | $82.9M | Sell |
2,640,598
-9,968,403
| -79% | -$313M | 2.03% | 12 |
|
|
2022
Q2 | $393M | Buy |
12,609,001
+12,527,001
| +15,277% | +$390M | 5.87% | 9 |
|
|
2022
Q1 | $3.38M | Sell |
82,000
-5,385,441
| -99% | -$222M | 0.03% | 86 |
|
|
2021
Q4 | $245M | Sell |
5,467,441
-2,261,684
| -29% | -$101M | 2.09% | 4 |
|
|
2021
Q3 | $330M | Buy |
7,729,125
+7,728,159
| +800,016% | +$330M | 2.42% | 15 |
|
|
2021
Q2 | $40K | Buy |
+966
| New | +$40K | ﹤0.01% | 477 |
|
|
2021
Q1 | – | Sell |
-86,599
| Closed | -$2.63M | – | 442 |
|
|
2020
Q4 | $2.63M | Hold |
86,599
| – | – | 0.05% | 44 |
|
|
2020
Q3 | $2.11M | Hold |
86,599
| – | – | 0.05% | 54 |
|
|
2020
Q2 | $2.06M | Buy |
86,599
+18,649
| +27% | +$443K | 0.06% | 41 |
|
|
2020
Q1 | $1.44M | Buy |
67,950
+67,939
| +617,627% | +$1.44M | 0.07% | 44 |
|
|
2019
Q4 | $0 | Buy |
11
+1
| +10% | – | ﹤0.01% | 501 |
|
|
2019
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 421 |
|