Disciplined Investments’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 | $237K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $9.15K | Buy |
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|
2023
Q1 | $7.58K | Hold |
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|
2022
Q4 | $8.78K | Sell |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $14K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | $2K | Buy |
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