EA
Everpar Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Buy |
17,204
+1,584
| +10% | +$75K | 0.37% | 53 |
|
|
2025
Q1 | $652K | Sell |
15,620
-1,296
| -8% | -$54.1K | 0.35% | 66 |
|
|
2024
Q4 | $743K | Sell |
16,916
-175
| -1% | -$7.69K | 0.37% | 55 |
|
|
2024
Q3 | $678K | Sell |
17,091
-1,199
| -7% | -$47.6K | 0.35% | 68 |
|
|
2024
Q2 | $727K | Sell |
18,290
-5,522
| -23% | -$220K | 0.36% | 67 |
|
|
2024
Q1 | $903K | Sell |
23,812
-10,897
| -31% | -$413K | 0.55% | 40 |
|
|
2023
Q4 | $1.17M | Buy |
+34,709
| New | +$1.17M | 0.54% | 34 |
|