Berger Financial Group’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 | $750K | Buy |
|
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|
2025
Q2 | $672K | Sell |
|
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|
2025
Q1 | $597K | Buy |
|
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|
2024
Q4 | $599K | Buy |
|
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|
2024
Q3 | $538K | Buy |
|
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|
2024
Q2 | $495K | Sell |
|
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|
2024
Q1 | $495K | Buy |
|
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|
2023
Q4 | $417K | Sell |
|
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|
2023
Q3 | $408K | Buy |
|
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|
2023
Q2 | $400K | Buy |
|
|||||
|
2023
Q1 | $372K | Buy |
|
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|
2022
Q4 | $328K | Buy |
|
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|
2022
Q3 | $296K | Sell |
|
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|
2022
Q2 | $312K | Buy |
|
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|
2022
Q1 | $377K | Buy |
|
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|
2021
Q4 | $202K | Buy |
|