Apexium Financial’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 | $716K | Buy |
15,132
+1,217
| +9% | +$57.6K | 0.04% | 153 |
|
|
2025
Q1 | $581K | Sell |
13,915
-164
| -1% | -$6.84K | 0.03% | 158 |
|
|
2024
Q4 | $619K | Buy |
14,079
+36
| +0.3% | +$1.58K | 0.04% | 147 |
|
|
2024
Q3 | $557K | Buy |
14,043
+244
| +2% | +$9.68K | 0.04% | 136 |
|
|
2024
Q2 | $549K | Buy |
13,799
+246
| +2% | +$9.78K | 0.04% | 129 |
|
|
2024
Q1 | $516K | Buy |
13,553
+268
| +2% | +$10.2K | 0.04% | 137 |
|
|
2023
Q4 | $447K | Buy |
13,285
+1,371
| +12% | +$46.2K | 0.03% | 182 |
|
|
2023
Q3 | $326K | Sell |
11,914
-709
| -6% | -$19.4K | 0.03% | 164 |
|
|
2023
Q2 | $362K | Buy |
12,623
+169
| +1% | +$4.85K | 0.03% | 159 |
|
|
2023
Q1 | $356K | Sell |
12,454
-107
| -0.9% | -$3.06K | 0.03% | 156 |
|
|
2022
Q4 | $416K | Buy |
12,561
+1,044
| +9% | +$34.6K | 0.04% | 142 |
|
|
2022
Q3 | $348K | Buy |
+11,517
| New | +$348K | 0.04% | 144 |
|
|
2020
Q2 | – | Sell |
-19,861
| Closed | -$422K | – | 74 |
|
|
2020
Q1 | $422K | Sell |
19,861
-7,260
| -27% | -$154K | 0.56% | 34 |
|
|
2019
Q4 | $955K | Buy |
+27,121
| New | +$955K | 1.23% | 21 |
|