Claret Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $271K | Sell |
|
|||||
|
2021
Q2 | $350K | Sell |
|
|||||
|
2021
Q1 | $352K | Buy |
|
|||||
|
2020
Q4 | $265K | Sell |
|
|||||
|
2020
Q3 | $221K | Hold |
|
|||||
|
2020
Q2 | $218K | Sell |
|
|||||
|
2020
Q1 | $244K | Sell |
|
|||||
|
2019
Q4 | $416K | Sell |
|
|||||
|
2019
Q3 | $347K | Buy |
|
|||||
|
2019
Q2 | $340K | Hold |
|
|||||
|
2019
Q1 | $324K | Sell |
|
|||||
|
2018
Q4 | $296K | Sell |
|
|||||
|
2018
Q3 | $361K | Buy |
|
|||||
|
2018
Q2 | $315K | Sell |
|
|||||
|
2018
Q1 | $340K | Sell |
|
|||||
|
2017
Q4 | $339K | Buy |
|