Aspect Partners’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 | $58.4K | Buy |
1,235
+274
| +29% | +$13K | 0.03% | 144 |
|
2025
Q1 | $40.1K | Sell |
961
-203
| -17% | -$8.47K | 0.02% | 140 |
|
2024
Q4 | $51.2K | Hold |
1,164
| – | – | 0.03% | 132 |
|
2024
Q3 | $46.2K | Hold |
1,164
| – | – | 0.03% | 125 |
|
2024
Q2 | $46.3K | Buy |
1,164
+18
| +2% | +$716 | 0.03% | 123 |
|
2024
Q1 | $43.5K | Buy |
1,146
+12
| +1% | +$455 | 0.03% | 124 |
|
2023
Q4 | $38.2K | Buy |
+1,134
| New | +$38.2K | 0.02% | 129 |
|