Blueprint Investment Partners’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
Sell
-32,705
Closed -$1.36M 63
2025
Q1
$1.36M Sell
32,705
-1,906
-6% -$79.5K 0.25% 57
2024
Q4
$1.52M Buy
34,611
+9,835
+40% +$432K 0.24% 62
2024
Q3
$983K Sell
24,776
-1,145
-4% -$45.4K 0.18% 69
2024
Q2
$1.03M Buy
25,921
+2,087
+9% +$83K 0.22% 54
2024
Q1
$904K Buy
23,834
+11,955
+101% +$453K 0.18% 56
2023
Q4
$400K Buy
+11,879
New +$400K 0.11% 82
2023
Q1
Sell
-18,584
Closed -$615K 236
2022
Q4
$615K Buy
+18,584
New +$615K 0.13% 110
2022
Q2
Sell
-28,021
Closed -$1.16M 149
2022
Q1
$1.16M Buy
28,021
+5,599
+25% +$231K 0.3% 69
2021
Q4
$998K Buy
22,422
+9,748
+77% +$434K 0.25% 82
2021
Q3
$538K Buy
+12,674
New +$538K 0.27% 63