BIA
Barry Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
5,444
-3,601
| -40% | -$170K | 0.06% | 88 |
|
|
2025
Q1 | $377K | Sell |
9,045
-3,422
| -27% | -$143K | 0.1% | 77 |
|
|
2024
Q4 | $548K | Sell |
12,467
-2,352
| -16% | -$103K | 0.18% | 65 |
|
|
2024
Q3 | $588K | Sell |
14,819
-534
| -3% | -$21.2K | 0.18% | 63 |
|
|
2024
Q2 | $611K | Sell |
15,353
-344
| -2% | -$13.7K | 0.21% | 64 |
|
|
2024
Q1 | $599K | Buy |
15,697
+1,633
| +12% | +$62.3K | 0.2% | 62 |
|
|
2023
Q4 | $474K | Buy |
14,064
+3,515
| +33% | +$118K | 0.16% | 65 |
|
|
2023
Q3 | $289K | Sell |
10,549
-1,941
| -16% | -$53.1K | 0.1% | 88 |
|
|
2023
Q2 | $358K | Sell |
12,490
-3,409
| -21% | -$97.8K | 0.12% | 86 |
|
|
2023
Q1 | $455K | Buy |
15,899
+1,485
| +10% | +$42.5K | 0.15% | 78 |
|
|
2022
Q4 | $477K | Buy |
14,414
+54
| +0.4% | +$1.79K | 0.15% | 76 |
|
|
2022
Q3 | $434K | Buy |
14,360
+21
| +0.1% | +$635 | 0.15% | 74 |
|
|
2022
Q2 | $446K | Buy |
14,339
+186
| +1% | +$5.79K | 0.13% | 84 |
|
|
2022
Q1 | $583K | Buy |
14,153
+82
| +0.6% | +$3.38K | 0.15% | 75 |
|
|
2021
Q4 | $626K | Sell |
14,071
-1,737
| -11% | -$77.3K | 0.16% | 68 |
|
|
2021
Q3 | $671K | Buy |
15,808
+86
| +0.5% | +$3.65K | 0.19% | 59 |
|
|
2021
Q2 | $648K | Sell |
15,722
-466
| -3% | -$19.2K | 0.17% | 64 |
|
|
2021
Q1 | $626K | Buy |
16,188
+102
| +0.6% | +$3.94K | 0.17% | 61 |
|
|
2020
Q4 | $488K | Sell |
16,086
-335
| -2% | -$10.2K | 0.14% | 64 |
|
|
2020
Q3 | $396K | Buy |
16,421
+55
| +0.3% | +$1.33K | 0.14% | 55 |
|
|
2020
Q2 | $389K | Sell |
16,366
-465
| -3% | -$11.1K | 0.14% | 52 |
|
|
2020
Q1 | $357K | Sell |
16,831
-7,465
| -31% | -$158K | 0.18% | 50 |
|
|
2019
Q4 | $852K | Buy |
24,296
+251
| +1% | +$8.8K | 0.3% | 37 |
|
|
2019
Q3 | $701K | Buy |
24,045
+38
| +0.2% | +$1.11K | 0.25% | 37 |
|
|
2019
Q2 | $696K | Buy |
24,007
+33
| +0.1% | +$957 | 0.24% | 39 |
|
|
2019
Q1 | $661K | Buy |
23,974
+33
| +0.1% | +$910 | 0.21% | 42 |
|
|
2018
Q4 | $590K | Sell |
23,941
-6,632
| -22% | -$163K | 0.22% | 44 |
|
|
2018
Q3 | $901K | Buy |
30,573
+30
| +0.1% | +$884 | 0.3% | 37 |
|
|
2018
Q2 | $861K | Buy |
30,543
+4,900
| +19% | +$138K | 0.33% | 36 |
|
|
2018
Q1 | $769K | Buy |
25,643
+5
| +0% | +$150 | 0.29% | 38 |
|
|
2017
Q4 | $757K | Sell |
25,638
-897
| -3% | -$26.5K | 0.28% | 38 |
|
|
2017
Q3 | $672K | Buy |
26,535
+5
| +0% | +$127 | 0.25% | 41 |
|
|
2017
Q2 | $644K | Buy |
26,530
+6
| +0% | +$146 | 0.24% | 43 |
|
|
2017
Q1 | $626K | Buy |
26,524
+9
| +0% | +$212 | 0.23% | 40 |
|
|
2016
Q4 | $586K | Buy |
26,515
+6
| +0% | +$133 | 0.21% | 45 |
|
|
2016
Q3 | $415K | Buy |
26,509
+9
| +0% | +$141 | 0.14% | 53 |
|
|
2016
Q2 | $352K | Buy |
26,500
+6
| +0% | +$80 | 0.14% | 53 |
|
|
2016
Q1 | $358K | Buy |
26,494
+7
| +0% | +$95 | 0.11% | 56 |
|
|
2015
Q4 | $446K | Buy |
26,487
+5
| +0% | +$84 | 0.15% | 55 |
|
|
2015
Q3 | $413K | Buy |
26,482
+6
| +0% | +$94 | 0.13% | 55 |
|
|
2015
Q2 | $451K | Buy |
26,476
+5
| +0% | +$85 | 0.45% | 27 |
|
|
2015
Q1 | $407K | Sell |
26,471
-2,204
| -8% | -$33.9K | 0.12% | 59 |
|
|
2014
Q4 | $513K | Buy |
+28,675
| New | +$513K | 0.17% | 52 |
|