CA
Carson Advisory’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
58,453
-1,193
| -2% | -$56.5K | 1.76% | 15 |
|
|
2025
Q1 | $2.49M | Sell |
59,646
-892
| -1% | -$37.2K | 1.68% | 13 |
|
|
2024
Q4 | $2.66M | Sell |
60,538
-1,235
| -2% | -$54.3K | 1.85% | 11 |
|
|
2024
Q3 | $2.45M | Sell |
61,773
-334
| -0.5% | -$13.3K | 1.54% | 14 |
|
|
2024
Q2 | $2.47M | Sell |
62,107
-435
| -0.7% | -$17.3K | 1.73% | 12 |
|
|
2024
Q1 | $2.37M | Buy |
62,542
+2,309
| +4% | +$87.6K | 1.67% | 13 |
|
|
2023
Q4 | $2.03M | Buy |
60,233
+2,953
| +5% | +$99.4K | 1.58% | 14 |
|
|
2023
Q3 | $1.57M | Buy |
57,280
+1,458
| +3% | +$39.9K | 1.37% | 15 |
|
|
2023
Q2 | $1.6M | Sell |
55,822
-668
| -1% | -$19.2K | 1.35% | 14 |
|
|
2023
Q1 | $1.62M | Sell |
56,490
-15,378
| -21% | -$440K | 1.44% | 14 |
|
|
2022
Q4 | $2.38M | Buy |
71,868
+1,234
| +2% | +$40.9K | 2.28% | 9 |
|
|
2022
Q3 | $2.13M | Buy |
70,634
+2,154
| +3% | +$65K | 2.36% | 8 |
|
|
2022
Q2 | $2.13M | Buy |
68,480
+7,240
| +12% | +$225K | 2.38% | 9 |
|
|
2022
Q1 | $2.52M | Sell |
61,240
-736
| -1% | -$30.3K | 2.51% | 8 |
|
|
2021
Q4 | $2.76M | Buy |
+61,976
| New | +$2.76M | 2.79% | 7 |
|