CAM
Councilmark Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
20,534
+60
| +0.3% | +$2.84K | 0.62% | 37 |
|
|
2025
Q1 | $854K | Hold |
20,474
| – | – | 0.58% | 43 |
|
|
2024
Q4 | $900K | Buy |
20,474
+141
| +0.7% | +$6.2K | 0.6% | 40 |
|
|
2024
Q3 | $807K | Hold |
20,333
| – | – | 0.54% | 43 |
|
|
2024
Q2 | $809K | Hold |
20,333
| – | – | 0.57% | 44 |
|
|
2024
Q1 | $771K | Buy |
+20,333
| New | +$771K | 0.56% | 43 |
|