Aureus Asset 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
Sell
2025
Q1
$246K Hold
2024
Q4
$259K Buy
2020
Q2
Sell
2020
Q1
$203K Buy
2019
Q4
$337K Buy
2019
Q3
$233K Hold
2019
Q2
$232K Sell
2019
Q1
$247K Buy
2018
Q4
$212K Sell
2018
Q3
$288K Sell
2018
Q2
$415K Buy
2018
Q1
$219K Sell
2017
Q4
$319K Hold
2017
Q3
$274K Buy
2017
Q2
$249K Hold
2017
Q1
$247K Buy
2016
Q1
Sell
2015
Q4
$283K Buy