Atlas Capital Advisors’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 | $123K | Sell |
|
|||||
|
2025
Q1 | $150K | Buy |
|
|||||
|
2024
Q4 | $114K | Sell |
|
|||||
|
2024
Q3 | $160K | Buy |
|
|||||
|
2024
Q2 | $121K | Sell |
|
|||||
|
2024
Q1 | $161K | Buy |
|
|||||
|
2023
Q4 | $102K | Hold |
|
|||||
|
2023
Q3 | $83.2K | Hold |
|
|||||
|
2023
Q2 | $87.2K | Sell |
|
|||||
|
2023
Q1 | $87.9K | Hold |
|
|||||
|
2022
Q4 | $102K | Sell |
|
|||||
|
2022
Q3 | $111K | Sell |
|
|||||
|
2022
Q2 | $142K | Sell |
|
|||||
|
2022
Q1 | $356K | Buy |
|
|||||
|
2021
Q4 | $233K | Hold |
|
|||||
|
2021
Q3 | $222K | Hold |
|
|||||
|
2021
Q2 | $216K | Buy |
|
|||||
|
2021
Q1 | $196K | Buy |
|
|||||
|
2020
Q4 | $108K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $84.4K | Sell |
|
|||||
|
2020
Q1 | $424K | Sell |
|
|||||
|
2019
Q4 | $751K | Hold |
|
|||||
|
2019
Q3 | $622K | Sell |
|
|||||
|
2019
Q2 | $715K | Buy |
|
|||||
|
2019
Q1 | $621K | Sell |
|
|||||
|
2018
Q4 | $830K | Sell |
|
|||||
|
2018
Q3 | $1.04M | Hold |
|
|||||
|
2018
Q2 | $1.04M | Sell |
|
|||||
|
2018
Q1 | $1.16M | Buy |
|