AXS Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $281K | Sell |
5,760
-387
| -6% | -$20K | 0.11% | 107 |
|
|
2025
Q4 | $338K | Sell |
6,147
-535
| -8% | -$28.3K | 0.12% | 113 |
|
|
2025
Q3 | $345K | Buy |
6,682
+475
| +8% | +$23.2K | 0.11% | 108 |
|
|
2025
Q2 | $294K | Sell |
6,207
-1,254
| -17% | -$52.8K | 0.12% | 136 |
|
|
2025
Q1 | $311K | Sell |
7,461
-327
| -4% | -$14.6K | 0.09% | 195 |
|
|
2024
Q4 | $342K | Sell |
7,788
-446
| -5% | -$19.6K | 0.1% | 203 |
|
|
2024
Q3 | $327K | Sell |
8,234
-1,560
| -16% | -$62.5K | 0.09% | 209 |
|
|
2024
Q2 | $390K | Sell |
9,794
-2,187
| -18% | -$83.8K | 0.11% | 205 |
|
|
2024
Q1 | $454K | Buy |
11,981
+777
| +7% | +$26.7K | 0.11% | 227 |
|
|
2023
Q4 | $377K | Sell |
11,204
-1,020
| -8% | -$29.7K | 0.09% | 243 |
|
|
2023
Q3 | $335K | Sell |
12,224
-7,298
| -37% | -$216K | 0.09% | 235 |
|
|
2023
Q2 | $560K | Buy |
19,522
+1,528
| +8% | +$43.6K | 0.15% | 208 |
|
|
2023
Q1 | $515K | Sell |
17,994
-2,198
| -11% | -$72.6K | 0.17% | 177 |
|
|
2022
Q4 | $669K | Sell |
20,192
-4,959
| -20% | -$171K | 0.24% | 143 |
|
|
2022
Q3 | $760K | Sell |
25,151
-4,481
| -15% | -$150K | 0.3% | 133 |
|
|
2022
Q2 | $922K | Buy |
29,632
+6,908
| +30% | +$249K | 0.33% | 116 |
|
|
2022
Q1 | $937K | Buy |
22,724
+4,850
| +27% | +$219K | 0.37% | 66 |
|
|
2021
Q4 | $795K | Buy |
17,874
+11,264
| +170% | +$513K | 0.19% | 88 |
|
|
2021
Q3 | $281K | Sell |
6,610
-10,057
| -60% | -$405K | 0.11% | 84 |
|
|
2021
Q2 | $687K | Buy |
16,667
+835
| +5% | +$34.2K | 0.21% | 94 |
|
|
2021
Q1 | $613K | Buy |
+15,832
| New | +$546K | 0.22% | 94 |
|
Other funds holding BAC
VCM
VPM
