Capital Performance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $956K | Buy |
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|
2025
Q2 | $835K | Sell |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $602K | Buy |
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|
2024
Q3 | $454K | Buy |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $286K | Buy |
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