Caldwell Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.6M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $14.3M | Hold |
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|
2024
Q4 | $15.3M | Hold |
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|
2024
Q3 | $13.8M | Hold |
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|
2024
Q2 | $13.9M | Hold |
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|
2024
Q1 | $13.3M | Hold |
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|
2023
Q4 | $11.8M | Hold |
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|
2023
Q3 | $9.52M | Hold |
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|
2023
Q2 | $10M | Hold |
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|
2023
Q1 | $10M | Hold |
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|
2022
Q4 | $11.6M | Hold |
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|
2022
Q3 | $10.7M | Hold |
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|
2022
Q2 | $10.9M | Hold |
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|
2022
Q1 | $15M | Hold |
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|
2021
Q4 | $15.7M | Buy |
|