Berman Capital Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.54M | Buy |
59,862
+6,196
| +12% | +$263K | 0.4% | 36 |
|
|
2021
Q2 | $2.21M | Buy |
53,666
+5,089
| +10% | +$210K | 0.35% | 33 |
|
|
2021
Q1 | $1.88M | Buy |
48,577
+5,460
| +13% | +$211K | 0.39% | 31 |
|
|
2020
Q4 | $1.31M | Sell |
43,117
-670
| -2% | -$20.3K | 0.31% | 47 |
|
|
2020
Q3 | $1.05M | Sell |
43,787
-1,392
| -3% | -$33.5K | 0.3% | 45 |
|
|
2020
Q2 | $1.07M | Buy |
45,179
+5,762
| +15% | +$137K | 0.28% | 48 |
|
|
2020
Q1 | $835K | Sell |
39,417
-5,641
| -13% | -$119K | 0.27% | 44 |
|
|
2019
Q4 | $1.59M | Sell |
45,058
-604
| -1% | -$21.2K | 0.46% | 28 |
|
|
2019
Q3 | $1.33M | Sell |
45,662
-182
| -0.4% | -$5.3K | 0.41% | 32 |
|
|
2019
Q2 | $1.33M | Sell |
45,844
-9,489
| -17% | -$275K | 0.42% | 31 |
|
|
2019
Q1 | $1.52M | Buy |
55,333
+8,172
| +17% | +$225K | 0.51% | 27 |
|
|
2018
Q4 | $1.16M | Buy |
47,161
+13,181
| +39% | +$324K | 0.46% | 27 |
|
|
2018
Q3 | $998K | Sell |
33,980
-2,766
| -8% | -$81.2K | 0.42% | 34 |
|
|
2018
Q2 | $1.04M | Buy |
36,746
+1,085
| +3% | +$30.6K | 0.36% | 36 |
|
|
2018
Q1 | $1.07M | Buy |
35,661
+3,883
| +12% | +$116K | 0.41% | 36 |
|
|
2017
Q4 | $935K | Buy |
+31,778
| New | +$935K | 0.31% | 43 |
|