AMI Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
82,165
-1,327
| -2% | -$62.8K | 1% | 31 |
|
|
2025
Q1 | $3.48M | Buy |
83,492
+1,011
| +1% | +$42.2K | 1.12% | 29 |
|
|
2024
Q4 | $3.63M | Sell |
82,481
-4,666
| -5% | -$205K | 1.18% | 29 |
|
|
2024
Q3 | $3.46M | Sell |
87,147
-1,282
| -1% | -$50.9K | 1.17% | 30 |
|
|
2024
Q2 | $3.52M | Sell |
88,429
-11,089
| -11% | -$441K | 1.23% | 28 |
|
|
2024
Q1 | $3.77M | Buy |
99,518
+415
| +0.4% | +$15.7K | 1.37% | 24 |
|
|
2023
Q4 | $3.34M | Buy |
99,103
+3,577
| +4% | +$120K | 1.35% | 25 |
|
|
2023
Q3 | $2.62M | Sell |
95,526
-1,870
| -2% | -$51.2K | 1.18% | 32 |
|
|
2023
Q2 | $2.79M | Sell |
97,396
-2,009
| -2% | -$57.6K | 1.24% | 29 |
|
|
2023
Q1 | $2.84M | Sell |
99,405
-2,799
| -3% | -$80.1K | 1.33% | 28 |
|
|
2022
Q4 | $3.38M | Sell |
102,204
-1,429
| -1% | -$47.3K | 1.71% | 21 |
|
|
2022
Q3 | $3.13M | Sell |
103,633
-703
| -0.7% | -$21.2K | 1.77% | 17 |
|
|
2022
Q2 | $3.25M | Buy |
104,336
+4,582
| +5% | +$143K | 1.64% | 21 |
|
|
2022
Q1 | $4.11M | Sell |
99,754
-26,228
| -21% | -$1.08M | 1.81% | 18 |
|
|
2021
Q4 | $5.61M | Buy |
125,982
+460
| +0.4% | +$20.5K | 2.26% | 16 |
|
|
2021
Q3 | $5.33M | Sell |
125,522
-11,923
| -9% | -$506K | 2.23% | 17 |
|
|
2021
Q2 | $5.67M | Sell |
137,445
-1,549
| -1% | -$63.9K | 2.24% | 17 |
|
|
2021
Q1 | $5.38M | Buy |
138,994
+280
| +0.2% | +$10.8K | 2.26% | 14 |
|
|
2020
Q4 | $4.2M | Buy |
138,714
+344
| +0.2% | +$10.4K | 1.86% | 19 |
|
|
2020
Q3 | $3.33M | Buy |
138,370
+2,817
| +2% | +$67.9K | 1.68% | 20 |
|
|
2020
Q2 | $3.22M | Buy |
135,553
+81,115
| +149% | +$1.93M | 1.71% | 22 |
|
|
2020
Q1 | $1.16M | Buy |
+54,438
| New | +$1.16M | 0.69% | 48 |
|