Barry Investment Advisors’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 | $397K | Buy |
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|
2025
Q2 | $258K | Sell |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $626K | Sell |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $648K | Sell |
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|
2021
Q1 | $626K | Buy |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $389K | Sell |
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|
2020
Q1 | $357K | Sell |
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|
2019
Q4 | $852K | Buy |
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|
2019
Q3 | $701K | Buy |
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|
2019
Q2 | $696K | Buy |
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|
2019
Q1 | $661K | Buy |
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|
2018
Q4 | $590K | Sell |
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|
2018
Q3 | $901K | Buy |
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|
2018
Q2 | $861K | Buy |
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|
2018
Q1 | $769K | Buy |
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|
2017
Q4 | $757K | Sell |
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|
2017
Q3 | $672K | Buy |
|
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|
2017
Q2 | $644K | Buy |
|
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|
2017
Q1 | $626K | Buy |
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|
2016
Q4 | $586K | Buy |
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|
2016
Q3 | $415K | Buy |
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|
2016
Q2 | $352K | Buy |
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|
2016
Q1 | $358K | Buy |
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|
2015
Q4 | $446K | Buy |
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|
2015
Q3 | $413K | Buy |
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|
2015
Q2 | $451K | Buy |
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|
2015
Q1 | $407K | Sell |
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|
2014
Q4 | $513K | Buy |
|