Frank Rimerman Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36M Buy
71,107
+377
+0.5% +$17.8K 0.23% 71
2025
Q1
$2.95M Buy
70,730
+5,587
+9% +$233K 0.23% 72
2024
Q4
$2.86M Buy
65,143
+2,465
+4% +$108K 0.21% 73
2024
Q3
$2.49M Sell
62,678
-4,946
-7% -$196K 0.18% 100
2024
Q2
$2.69M Buy
67,624
+66,329
+5,122% +$2.64M 0.19% 88
2024
Q1
$49.1K Hold
1,295
0.01% 127
2023
Q4
$43.6K Buy
+1,295
New +$43.6K 0.01% 126