BCFD
Boit C.F. David’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Hold |
107,198
| – | – | 2.44% | 15 |
|
|
2025
Q1 | $4.47M | Sell |
107,198
-10,000
| -9% | -$417K | 2.25% | 16 |
|
|
2024
Q4 | $5.15M | Hold |
117,198
| – | – | 2.09% | 15 |
|
|
2024
Q3 | $4.6M | Sell |
117,198
-1,200
| -1% | -$47.1K | 2.28% | 16 |
|
|
2024
Q2 | $4.71M | Sell |
118,398
-1,578
| -1% | -$62.8K | 2.45% | 13 |
|
|
2024
Q1 | $4.43M | Hold |
119,976
| – | – | 2.42% | 13 |
|
|
2023
Q4 | $4.02M | Buy |
119,976
+11,769
| +11% | +$395K | 2.27% | 13 |
|
|
2023
Q3 | $2.89M | Hold |
108,207
| – | – | 1.98% | 19 |
|
|
2023
Q2 | $3.1M | Hold |
108,207
| – | – | 2.06% | 18 |
|
|
2023
Q1 | $3.25M | Hold |
108,207
| – | – | 2.22% | 17 |
|
|
2022
Q4 | $3.58M | Hold |
108,207
| – | – | 2.55% | 14 |
|
|
2022
Q3 | $3.27M | Buy |
+108,207
| New | +$3.27M | 2.66% | 13 |
|
|
2022
Q1 | $4.46M | Sell |
108,207
-1,444
| -1% | -$59.5K | 2.93% | 10 |
|
|
2021
Q4 | $4.88M | Hold |
109,651
| – | – | 3.1% | 9 |
|
|
2021
Q3 | $4.72M | Buy |
109,651
+6,309
| +6% | +$272K | 3.24% | 7 |
|
|
2021
Q2 | $4.26M | Buy |
+103,342
| New | +$4.26M | 3.24% | 9 |
|