Aspire Private Capital’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 | $910K | Sell |
19,227
-1,389
| -7% | -$65.7K | 0.21% | 101 |
|
2025
Q1 | $860K | Buy |
20,616
+35
| +0.2% | +$1.46K | 0.21% | 101 |
|
2024
Q4 | $905K | Sell |
20,581
-330
| -2% | -$14.5K | 0.22% | 82 |
|
2024
Q3 | $830K | Buy |
20,911
+10,553
| +102% | +$419K | 0.2% | 87 |
|
2024
Q2 | $412K | Sell |
10,358
-371
| -3% | -$14.8K | 0.11% | 120 |
|
2024
Q1 | $407K | Sell |
10,729
-45
| -0.4% | -$1.71K | 0.11% | 118 |
|
2023
Q4 | $363K | Sell |
10,774
-12,902
| -54% | -$434K | 0.11% | 112 |
|
2023
Q3 | $648K | Buy |
23,676
+391
| +2% | +$10.7K | 0.21% | 71 |
|
2023
Q2 | $668K | Sell |
23,285
-3,476
| -13% | -$99.7K | 0.21% | 75 |
|
2023
Q1 | $765K | Sell |
26,761
-710
| -3% | -$20.3K | 0.25% | 52 |
|
2022
Q4 | $910K | Sell |
27,471
-1,023
| -4% | -$33.9K | 0.33% | 43 |
|
2022
Q3 | $861K | Buy |
28,494
+2,373
| +9% | +$71.7K | 0.33% | 43 |
|
2022
Q2 | $813K | Sell |
26,121
-273
| -1% | -$8.5K | 0.29% | 46 |
|
2022
Q1 | $1.09M | Buy |
26,394
+648
| +3% | +$26.7K | 0.35% | 42 |
|
2021
Q4 | $1.15M | Buy |
25,746
+183
| +0.7% | +$8.14K | 0.36% | 44 |
|
2021
Q3 | $1.09M | Buy |
25,563
+725
| +3% | +$30.8K | 0.36% | 43 |
|
2021
Q2 | $1.02M | Buy |
24,838
+4,821
| +24% | +$199K | 0.33% | 44 |
|
2021
Q1 | $774K | Buy |
20,017
+3,793
| +23% | +$147K | 0.27% | 52 |
|
2020
Q4 | $492K | Sell |
16,224
-12,216
| -43% | -$370K | 0.19% | 74 |
|
2020
Q3 | $685K | Buy |
28,440
+24,383
| +601% | +$587K | 0.28% | 61 |
|
2020
Q2 | $97K | Buy |
4,057
+454
| +13% | +$10.9K | 0.05% | 135 |
|
2020
Q1 | $76K | Sell |
3,603
-24,610
| -87% | -$519K | 0.04% | 135 |
|
2019
Q4 | $994K | Buy |
28,213
+20,366
| +260% | +$718K | 0.43% | 45 |
|
2019
Q3 | $229K | Buy |
7,847
+358
| +5% | +$10.4K | 0.11% | 93 |
|
2019
Q2 | $217K | Buy |
7,489
+1,002
| +15% | +$29K | 0.1% | 105 |
|
2019
Q1 | $179K | Sell |
6,487
-1,017
| -14% | -$28.1K | 0.09% | 123 |
|
2018
Q4 | $185K | Buy |
+7,504
| New | +$185K | 0.11% | 112 |
|