Asset Advisors Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $264K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $240K | Hold |
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|
2019
Q4 | $399K | Buy |
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|
2019
Q3 | $321K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Buy |
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