American Trust’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
$572K Buy
2025
Q2
$376K Buy
2025
Q1
$202K Sell
2024
Q4
$382K Sell
2024
Q3
$378K Sell
2024
Q2
$419K Buy
2024
Q1
$381K Buy
2023
Q4
$244K Buy
2023
Q3
Sell
2023
Q2
$510K Sell
2023
Q1
$532K Buy
2022
Q4
$598K Sell
2022
Q3
$577K Sell
2022
Q2
$616K Buy
2022
Q1
$745K Sell
2021
Q4
$880K Buy