BIA
Beacon Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.5M | Buy |
83,945
+135
| +0.2% | +$5.63K | 1.65% | 11 |
|
|
2024
Q4 | $3.68M | Buy |
83,810
+95
| +0.1% | +$4.18K | 1.73% | 12 |
|
|
2024
Q3 | $3.32M | Buy |
83,715
+106
| +0.1% | +$4.21K | 1.57% | 15 |
|
|
2024
Q2 | $3.33M | Buy |
83,609
+15,105
| +22% | +$601K | 1.7% | 11 |
|
|
2024
Q1 | $2.6M | Sell |
68,504
-17
| -0% | -$645 | 1.48% | 17 |
|
|
2023
Q4 | $2.31M | Buy |
68,521
+227
| +0.3% | +$7.64K | 1.47% | 17 |
|
|
2023
Q3 | $1.87M | Buy |
68,294
+108
| +0.2% | +$2.96K | 1.32% | 21 |
|
|
2023
Q2 | $1.96M | Sell |
68,186
-1,518
| -2% | -$43.6K | 1.34% | 18 |
|
|
2023
Q1 | $1.99M | Buy |
69,704
+61,704
| +771% | +$1.76M | 1.45% | 17 |
|
|
2022
Q4 | $265K | Buy |
+8,000
| New | +$265K | 0.22% | 106 |
|