Cooper/Haims Advisors’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 | $470K | Buy |
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|
2025
Q2 | $431K | Buy |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $460K | Hold |
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|
2021
Q2 | $447K | Buy |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $281K | Hold |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $324K | Sell |
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|
2018
Q3 | $399K | Buy |
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|
2018
Q2 | $309K | Buy |
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|
2018
Q1 | $325K | Buy |
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|
2017
Q4 | $290K | Buy |
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