CA
Claris Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,710
| Closed | -$280K | – | 75 |
|
|
2025
Q1 | $280K | Buy |
6,710
+17
| +0.3% | +$709 | 0.1% | 61 |
|
|
2024
Q4 | $294K | Buy |
6,693
+2,620
| +64% | +$115K | 0.11% | 57 |
|
|
2024
Q3 | $162K | Buy |
+4,073
| New | +$162K | 0.07% | 68 |
|
|
2022
Q1 | – | Sell |
-4,605
| Closed | -$205K | – | 48 |
|
|
2021
Q4 | $205K | Buy |
+4,605
| New | +$205K | 0.22% | 50 |
|