Bard Financial Services’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
Q3
$10.4M Sell
2025
Q2
$9.62M Sell
2025
Q1
$9.02M Sell
2024
Q4
$9.95M Sell
2024
Q3
$9.11M Sell
2024
Q2
$9.86M Sell
2024
Q1
$9.47M Sell
2023
Q4
$8.45M Sell
2023
Q3
$6.98M Buy
2023
Q2
$7.09M Buy
2023
Q1
$7.05M Buy
2022
Q4
$8.02M Sell
2022
Q3
$7.31M Buy
2022
Q2
$7.39M Buy
2022
Q1
$9.54M Buy
2021
Q4
$10.2M Buy
2021
Q3
$9.73M Sell
2021
Q2
$9.48M Buy
2021
Q1
$8.72M Buy
2020
Q4
$6.61M Buy