BIA
Bigelow Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
20,180
+654
| +3% | +$30.9K | 0.42% | 66 |
|
|
2025
Q1 | $815K | Sell |
19,526
-1,564
| -7% | -$65.3K | 0.39% | 76 |
|
|
2024
Q4 | $927K | Sell |
21,090
-702
| -3% | -$30.9K | 0.43% | 68 |
|
|
2024
Q3 | $865K | Buy |
21,792
+837
| +4% | +$33.2K | 0.39% | 79 |
|
|
2024
Q2 | $833K | Sell |
20,955
-39
| -0.2% | -$1.55K | 0.4% | 75 |
|
|
2024
Q1 | $796K | Buy |
20,994
+154
| +0.7% | +$5.84K | 0.39% | 79 |
|
|
2023
Q4 | $702K | Buy |
20,840
+813
| +4% | +$27.4K | 0.38% | 76 |
|
|
2023
Q3 | $548K | Sell |
20,027
-27
| -0.1% | -$739 | 0.31% | 88 |
|
|
2023
Q2 | $575K | Buy |
20,054
+1,608
| +9% | +$46.1K | 0.31% | 88 |
|
|
2023
Q1 | $528K | Buy |
18,446
+270
| +1% | +$7.72K | 0.3% | 93 |
|
|
2022
Q4 | $602K | Buy |
18,176
+1,538
| +9% | +$50.9K | 0.35% | 86 |
|
|
2022
Q3 | $502K | Buy |
16,638
+3,797
| +30% | +$115K | 0.3% | 96 |
|
|
2022
Q2 | $400K | Buy |
12,841
+614
| +5% | +$19.1K | 0.22% | 110 |
|
|
2022
Q1 | $504K | Buy |
12,227
+1,607
| +15% | +$66.2K | 0.24% | 96 |
|
|
2021
Q4 | $472K | Buy |
10,620
+882
| +9% | +$39.2K | 0.21% | 99 |
|
|
2021
Q3 | $413K | Buy |
9,738
+2,016
| +26% | +$85.5K | 0.2% | 101 |
|
|
2021
Q2 | $318K | Hold |
7,722
| – | – | 0.15% | 117 |
|
|
2021
Q1 | $299K | Buy |
+7,722
| New | +$299K | 0.15% | 119 |
|