CD
Chapin Davis’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.29M | Sell |
48,410
-843
| -2% | -$39.9K | 0.63% | 37 |
|
2025
Q1 | $2.06M | Sell |
49,253
-281
| -0.6% | -$11.7K | 0.7% | 32 |
|
2024
Q4 | $1.97M | Hold |
49,534
| – | – | 0.64% | 33 |
|
2024
Q3 | $1.97M | Sell |
49,534
-173
| -0.3% | -$6.87K | 0.64% | 34 |
|
2024
Q2 | $1.98M | Sell |
49,707
-258
| -0.5% | -$10.3K | 0.68% | 33 |
|
2024
Q1 | $1.89M | Sell |
49,965
-5,700
| -10% | -$216K | 0.69% | 33 |
|
2023
Q4 | $1.87M | Buy |
55,665
+9,273
| +20% | +$312K | 0.79% | 29 |
|
2023
Q3 | $1.27M | Sell |
46,392
-758
| -2% | -$20.8K | 0.61% | 42 |
|
2023
Q2 | $1.35M | Buy |
47,150
+3,642
| +8% | +$104K | 0.64% | 37 |
|
2023
Q1 | $1.24M | Buy |
43,508
+1,836
| +4% | +$52.5K | 0.64% | 36 |
|
2022
Q4 | $1.38M | Buy |
+41,672
| New | +$1.38M | 0.8% | 31 |
|