Costello 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
Q3 | $9.33K | Sell |
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|
2025
Q2 | $20.1K | Hold |
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|
2025
Q1 | $17.7K | Buy |
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|
2024
Q4 | $3.55K | Hold |
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|
2024
Q3 | $3.21K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $108K | Hold |
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|
2023
Q4 | $95.6K | Hold |
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|
2023
Q3 | $77.7K | Hold |
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|
2023
Q2 | $81.4K | Hold |
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|
2023
Q1 | $81.2K | Hold |
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|
2022
Q4 | $94K | Buy |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $88K | Sell |
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|
2022
Q1 | $120K | Sell |
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|
2021
Q4 | $170K | Buy |
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|
2021
Q3 | $158K | Buy |
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|
2021
Q2 | $153K | Buy |
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|
2021
Q1 | $143K | Buy |
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|
2020
Q4 | $112K | Buy |
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|
2020
Q3 | $66K | Buy |
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|
2020
Q2 | $64K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $312K | Buy |
|