BAM
Belpointe Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
56,731
+6,438
| +13% | +$305K | 0.11% | 160 |
|
|
2025
Q1 | $2.1M | Buy |
50,293
+2,969
| +6% | +$124K | 0.11% | 169 |
|
|
2024
Q4 | $1.93M | Buy |
47,324
+6,088
| +15% | +$248K | 0.12% | 175 |
|
|
2024
Q3 | $1.64M | Sell |
41,236
-13,300
| -24% | -$528K | 0.1% | 205 |
|
|
2024
Q2 | $2.17M | Sell |
54,536
-136
| -0.2% | -$5.41K | 0.15% | 129 |
|
|
2024
Q1 | $2.07M | Sell |
54,672
-5,568
| -9% | -$211K | 0.16% | 124 |
|
|
2023
Q4 | $2.03M | Sell |
60,240
-17,189
| -22% | -$579K | 0.18% | 112 |
|
|
2023
Q3 | $2.12M | Buy |
77,429
+11,328
| +17% | +$310K | 0.22% | 91 |
|
|
2023
Q2 | $1.9M | Sell |
66,101
-73,224
| -53% | -$2.1M | 0.2% | 101 |
|
|
2023
Q1 | $3.98M | Buy |
139,325
+50,554
| +57% | +$1.45M | 0.22% | 87 |
|
|
2022
Q4 | $2.94M | Buy |
88,771
+15,799
| +22% | +$523K | 0.18% | 108 |
|
|
2022
Q3 | $2.2M | Buy |
72,972
+1,173
| +2% | +$35.4K | 0.15% | 138 |
|
|
2022
Q2 | $2.24M | Sell |
71,799
-5,382
| -7% | -$168K | 0.15% | 144 |
|
|
2022
Q1 | $3.18M | Buy |
77,181
+23,308
| +43% | +$961K | 0.19% | 102 |
|
|
2021
Q4 | $2.4M | Buy |
53,873
+174
| +0.3% | +$7.74K | 0.15% | 141 |
|
|
2021
Q3 | $2.28M | Sell |
53,699
-847
| -2% | -$36K | 0.16% | 137 |
|
|
2021
Q2 | $2.25M | Buy |
54,546
+3,501
| +7% | +$144K | 0.16% | 132 |
|
|
2021
Q1 | $1.98M | Buy |
51,045
+1,554
| +3% | +$60.1K | 0.17% | 128 |
|
|
2020
Q4 | $1.5M | Sell |
49,491
-5,990
| -11% | -$182K | 0.13% | 169 |
|
|
2020
Q3 | $1.34M | Buy |
55,481
+1,922
| +4% | +$46.3K | 0.15% | 148 |
|
|
2020
Q2 | $1.27M | Buy |
53,559
+2,422
| +5% | +$57.5K | 0.16% | 128 |
|
|
2020
Q1 | $1.09M | Sell |
51,137
-4,783
| -9% | -$102K | 0.19% | 123 |
|
|
2019
Q4 | $1.97M | Buy |
55,920
+17,461
| +45% | +$615K | 0.25% | 98 |
|
|
2019
Q3 | $1.12M | Sell |
38,459
-2,301
| -6% | -$67.1K | 0.18% | 127 |
|
|
2019
Q2 | $1.18M | Sell |
40,760
-3,920
| -9% | -$114K | 0.23% | 97 |
|
|
2019
Q1 | $1.23M | Buy |
44,680
+9,484
| +27% | +$262K | 0.24% | 67 |
|
|
2018
Q4 | $867K | Sell |
35,196
-21,890
| -38% | -$539K | 0.22% | 95 |
|
|
2018
Q3 | $1.68M | Buy |
57,086
+12,278
| +27% | +$362K | 0.27% | 72 |
|
|
2018
Q2 | $1.26M | Buy |
44,808
+1,118
| +3% | +$31.5K | 0.35% | 43 |
|
|
2018
Q1 | $1.31M | Sell |
43,690
-4,285
| -9% | -$128K | 0.38% | 40 |
|
|
2017
Q4 | $1.42M | Buy |
47,975
+1,477
| +3% | +$43.6K | 0.31% | 67 |
|
|
2017
Q3 | $1.18M | Buy |
+46,498
| New | +$1.18M | 0.28% | 82 |
|