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 |
|