Copperwynd Financial’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 | $966K | Sell |
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|
2025
Q1 | $852K | Buy |
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|
2024
Q4 | $874K | Sell |
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|
2024
Q3 | $800K | Buy |
|
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|
2024
Q2 | $777K | Buy |
|
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|
2024
Q1 | $695K | Buy |
|
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|
2023
Q4 | $617K | Buy |
|
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $470K | Buy |
|
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $688K | Buy |
|
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|
2021
Q3 | $646K | Buy |
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|
2021
Q2 | $623K | Sell |
|
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $466K | Sell |
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|
2020
Q3 | $383K | Sell |
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|
2020
Q2 | $399K | Sell |
|
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $714K | Buy |
|
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|
2019
Q3 | $659K | Buy |
|
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|
2019
Q2 | $506K | Buy |
|
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|
2019
Q1 | $467K | Buy |
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|
2018
Q4 | $404K | Buy |
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|
2018
Q3 | $482K | Sell |
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|
2018
Q2 | $942K | Buy |
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|
2018
Q1 | $624K | Buy |
|
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|
2017
Q4 | $528K | Buy |
|