CPM
Connective Portfolio Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,625
| Closed | -$1.21M | – | 30 |
|
|
2024
Q4 | $1.21M | Hold |
27,625
| – | – | 1.81% | 23 |
|
|
2024
Q3 | $1.08M | Hold |
27,625
| – | – | 1.92% | 23 |
|
|
2024
Q2 | $1.1M | Sell |
27,625
-17,000
| -38% | -$676K | 1.79% | 22 |
|
|
2024
Q1 | $1.69M | Sell |
44,625
-43,585
| -49% | -$1.65M | 2.98% | 10 |
|
|
2023
Q4 | $2.97M | Buy |
+88,210
| New | +$2.97M | 6.05% | 1 |
|