Aspiriant LLC’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 | $1.65M | Sell |
34,900
-1,925
| -5% | -$91.1K | 0.05% | 112 |
|
|
2025
Q1 | $1.54M | Buy |
36,825
+547
| +2% | +$22.8K | 0.05% | 111 |
|
|
2024
Q4 | $1.59M | Buy |
36,278
+1,588
| +5% | +$69.8K | 0.06% | 108 |
|
|
2024
Q3 | $1.38M | Buy |
34,690
+485
| +1% | +$19.2K | 0.05% | 119 |
|
|
2024
Q2 | $1.36M | Sell |
34,205
-11,183
| -25% | -$445K | 0.06% | 113 |
|
|
2024
Q1 | $1.72M | Sell |
45,388
-1,016
| -2% | -$38.5K | 0.07% | 102 |
|
|
2023
Q4 | $1.56M | Buy |
46,404
+495
| +1% | +$16.7K | 0.07% | 105 |
|
|
2023
Q3 | $1.26M | Buy |
45,909
+2,644
| +6% | +$72.4K | 0.06% | 116 |
|
|
2023
Q2 | $1.24M | Buy |
43,265
+1,352
| +3% | +$38.8K | 0.06% | 115 |
|
|
2023
Q1 | $1.2M | Sell |
41,913
-767
| -2% | -$21.9K | 0.06% | 120 |
|
|
2022
Q4 | $1.41M | Buy |
42,680
+3,489
| +9% | +$116K | 0.07% | 101 |
|
|
2022
Q3 | $1.19M | Buy |
39,191
+2,445
| +7% | +$73.9K | 0.06% | 107 |
|
|
2022
Q2 | $1.14M | Sell |
36,746
-1,117
| -3% | -$34.7K | 0.06% | 109 |
|
|
2022
Q1 | $1.56M | Sell |
37,863
-591
| -2% | -$24.3K | 0.09% | 102 |
|
|
2021
Q4 | $1.71M | Buy |
38,454
+2,179
| +6% | +$96.9K | 0.09% | 95 |
|
|
2021
Q3 | $1.54M | Sell |
36,275
-85
| -0.2% | -$3.61K | 0.09% | 88 |
|
|
2021
Q2 | $1.5M | Buy |
36,360
+1,232
| +4% | +$50.8K | 0.08% | 88 |
|
|
2021
Q1 | $1.36M | Buy |
35,128
+197
| +0.6% | +$7.63K | 0.09% | 85 |
|
|
2020
Q4 | $1.06M | Buy |
34,931
+837
| +2% | +$25.4K | 0.07% | 95 |
|
|
2020
Q3 | $823K | Buy |
34,094
+143
| +0.4% | +$3.45K | 0.06% | 113 |
|
|
2020
Q2 | $805K | Sell |
33,951
-2,439
| -7% | -$57.8K | 0.07% | 98 |
|
|
2020
Q1 | $771K | Sell |
36,390
-1,040
| -3% | -$22K | 0.08% | 94 |
|
|
2019
Q4 | $1.32M | Buy |
37,430
+2,163
| +6% | +$76.2K | 0.12% | 74 |
|
|
2019
Q3 | $1.03M | Sell |
35,267
-519
| -1% | -$15.1K | 0.09% | 106 |
|
|
2019
Q2 | $1.04M | Sell |
35,786
-819
| -2% | -$23.7K | 0.09% | 104 |
|
|
2019
Q1 | $1.01M | Sell |
36,605
-1,153
| -3% | -$31.8K | 0.08% | 112 |
|
|
2018
Q4 | $931K | Buy |
37,758
+5,326
| +16% | +$131K | 0.07% | 107 |
|
|
2018
Q3 | $955K | Sell |
32,432
-100
| -0.3% | -$2.95K | 0.08% | 110 |
|
|
2018
Q2 | $917K | Sell |
32,532
-747
| -2% | -$21.1K | 0.08% | 108 |
|
|
2018
Q1 | $998K | Buy |
+33,279
| New | +$998K | 0.09% | 104 |
|
|
2017
Q4 | – | Sell |
-16,481
| Closed | -$418K | – | 90 |
|
|
2017
Q3 | $418K | Sell |
16,481
-3,441
| -17% | -$87.3K | 0.04% | 147 |
|
|
2017
Q2 | $483K | Buy |
19,922
+6,789
| +52% | +$165K | 0.04% | 146 |
|
|
2017
Q1 | $310K | Buy |
+13,133
| New | +$310K | 0.03% | 172 |
|