EAM
Empirical 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 | $935K | Buy |
19,764
+384
| +2% | +$18.2K | 0.29% | 93 |
|
2025
Q1 | $809K | Sell |
19,380
-25,716
| -57% | -$1.07M | 0.28% | 101 |
|
2024
Q4 | $882K | Buy |
45,096
+14,576
| +48% | +$285K | 0.29% | 101 |
|
2024
Q3 | $819K | Sell |
30,520
-1,391
| -4% | -$37.3K | 0.29% | 100 |
|
2024
Q2 | $876K | Buy |
31,911
+21,197
| +198% | +$582K | 0.33% | 80 |
|
2024
Q1 | $262K | Buy |
10,714
+3,926
| +58% | +$96K | 0.13% | 221 |
|
2023
Q4 | $229K | Buy |
+6,788
| New | +$229K | 0.19% | 162 |
|
2023
Q1 | – | Sell |
-8,352
| Closed | -$222K | – | 149 |
|
2022
Q4 | $222K | Buy |
8,352
+1,657
| +25% | +$44.1K | 0.23% | 138 |
|
2022
Q3 | $202K | Buy |
6,695
+4
| +0.1% | +$121 | 0.22% | 138 |
|
2022
Q2 | $208K | Sell |
6,691
-144
| -2% | -$4.48K | 0.22% | 143 |
|
2022
Q1 | $282K | Buy |
+6,835
| New | +$282K | 0.27% | 119 |
|