Berger Financial Group’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 | $672K | Sell |
14,211
-91
| -0.6% | -$4.31K | 0.04% | 233 |
|
|
2025
Q1 | $597K | Buy |
14,302
+669
| +5% | +$27.9K | 0.04% | 240 |
|
|
2024
Q4 | $599K | Buy |
13,633
+82
| +0.6% | +$3.6K | 0.04% | 232 |
|
|
2024
Q3 | $538K | Buy |
13,551
+1,099
| +9% | +$43.6K | 0.04% | 226 |
|
|
2024
Q2 | $495K | Sell |
12,452
-600
| -5% | -$23.9K | 0.04% | 217 |
|
|
2024
Q1 | $495K | Buy |
13,052
+656
| +5% | +$24.9K | 0.04% | 210 |
|
|
2023
Q4 | $417K | Sell |
12,396
-2,513
| -17% | -$84.6K | 0.04% | 184 |
|
|
2023
Q3 | $408K | Buy |
14,909
+984
| +7% | +$26.9K | 0.05% | 171 |
|
|
2023
Q2 | $400K | Buy |
13,925
+908
| +7% | +$26.1K | 0.05% | 183 |
|
|
2023
Q1 | $372K | Buy |
13,017
+3,116
| +31% | +$89.1K | 0.04% | 184 |
|
|
2022
Q4 | $328K | Buy |
9,901
+94
| +1% | +$3.11K | 0.04% | 192 |
|
|
2022
Q3 | $296K | Sell |
9,807
-227
| -2% | -$6.85K | 0.04% | 187 |
|
|
2022
Q2 | $312K | Buy |
10,034
+889
| +10% | +$27.6K | 0.05% | 181 |
|
|
2022
Q1 | $377K | Buy |
9,145
+4,603
| +101% | +$190K | 0.05% | 175 |
|
|
2021
Q4 | $202K | Buy |
+4,542
| New | +$202K | 0.03% | 248 |
|