Apella Capital’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 | $825K | Buy |
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|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $498K | Buy |
|
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|
2024
Q3 | $426K | Sell |
|
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|
2024
Q2 | $466K | Buy |
|
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|
2024
Q1 | $352K | Buy |
|
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|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $286K | Buy |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $266K | Buy |
|