Bank Julius Baer & Co’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 | $2.25M | Buy |
47,487
+1,250
| +3% | +$59.2K | 0.01% | 294 |
|
2025
Q1 | $2.18M | Sell |
46,237
-1,198
| -3% | -$56.5K | 0.01% | 279 |
|
2024
Q4 | $2.3M | Buy |
47,435
+4,266
| +10% | +$207K | 0.01% | 269 |
|
2024
Q3 | $2.03M | Sell |
43,169
-4,103
| -9% | -$193K | 0.01% | 252 |
|
2024
Q2 | $2.09M | Sell |
47,272
-36,837
| -44% | -$1.63M | 0.01% | 210 |
|
2024
Q1 | $3.11M | Sell |
84,109
-38,904
| -32% | -$1.44M | 0.01% | 212 |
|
2023
Q4 | $4.14M | Buy |
123,013
+20,528
| +20% | +$691K | 0.02% | 214 |
|
2023
Q3 | $2.81M | Buy |
102,485
+4,509
| +5% | +$123K | 0.02% | 198 |
|
2023
Q2 | $2.81M | Sell |
97,976
-42,862
| -30% | -$1.23M | 0.02% | 195 |
|
2023
Q1 | $4.03M | Buy |
140,838
+3,489
| +3% | +$99.8K | 0.03% | 188 |
|
2022
Q4 | $4.55M | Buy |
137,349
+12,029
| +10% | +$398K | 0.03% | 184 |
|
2022
Q3 | $3.79M | Sell |
125,320
-16,226
| -11% | -$490K | 0.03% | 176 |
|
2022
Q2 | $4.41M | Buy |
141,546
+14,993
| +12% | +$467K | 0.03% | 175 |
|
2022
Q1 | $5.22M | Sell |
126,553
-20,364
| -14% | -$839K | 0.03% | 172 |
|
2021
Q4 | $6.54M | Sell |
146,917
-45,473
| -24% | -$2.02M | 0.03% | 182 |
|
2021
Q3 | $8.17M | Sell |
192,390
-48,114
| -20% | -$2.04M | 0.05% | 175 |
|
2021
Q2 | $9.92M | Buy |
240,504
+12,520
| +5% | +$516K | 0.06% | 167 |
|
2021
Q1 | $8.82M | Buy |
227,984
+102,745
| +82% | +$3.98M | 0.07% | 158 |
|
2020
Q4 | $3.8M | Buy |
125,239
+8,772
| +8% | +$266K | 0.03% | 211 |
|
2020
Q3 | $2.81M | Sell |
116,467
-12,173
| -9% | -$293K | 0.03% | 189 |
|
2020
Q2 | $3.06M | Buy |
128,640
+117,942
| +1,102% | +$2.8M | 0.04% | 168 |
|
2020
Q1 | $227K | Buy |
+10,698
| New | +$227K | 0.01% | 389 |
|