Beckerman Institutional’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
$514K Sell
10,865
-80
-0.7% -$3.79K 0.34% 67
2025
Q1
$457K Sell
10,945
-511
-4% -$21.3K 0.33% 70
2024
Q4
$503K Buy
11,456
+3,830
+50% +$168K 0.4% 63
2024
Q3
$303K Buy
+7,626
New +$303K 0.26% 82