AFCM
Applied Finance Capital Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
543,486
+64,045
| +13% | +$3.03M | 1.76% | 20 |
|
|
2025
Q1 | $20M | Sell |
479,441
-570,666
| -54% | -$23.8M | 1.47% | 28 |
|
|
2024
Q4 | $46.2M | Buy |
1,050,107
+40,900
| +4% | +$1.8M | 2.01% | 20 |
|
|
2024
Q3 | $40M | Sell |
1,009,207
-27,974
| -3% | -$1.11M | 1.71% | 28 |
|
|
2024
Q2 | $41.2M | Buy |
1,037,181
+262,100
| +34% | +$10.4M | 1.91% | 16 |
|
|
2024
Q1 | $29.4M | Buy |
775,081
+75,993
| +11% | +$2.88M | 2.07% | 23 |
|
|
2023
Q4 | $23.5M | Buy |
699,088
+121,557
| +21% | +$4.09M | 2.04% | 18 |
|
|
2023
Q3 | $15.8M | Buy |
577,531
+35,076
| +6% | +$960K | 1.72% | 33 |
|
|
2023
Q2 | $15.6M | Buy |
542,455
+161,750
| +42% | +$4.64M | 1.76% | 29 |
|
|
2023
Q1 | $10.9M | Buy |
380,705
+5,060
| +1% | +$145K | 1.35% | 42 |
|
|
2022
Q4 | $12.4M | Buy |
+375,645
| New | +$12.4M | 1.62% | 40 |
|