CBIZ Investment Advisory Services’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 | $267K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $48.4K | Sell |
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|
2024
Q2 | $78.4K | Buy |
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|
2024
Q1 | $55.3K | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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