FAM
Fulcrum 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 | $1.04M | Buy |
+21,877
| New | +$1.04M | 0.8% | 37 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 28 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 84 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 31 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 31 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 15 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 18 |
|