GA
Geller Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $502K | Buy |
11,422
+172
| +2% | +$7.56K | 0.03% | 132 |
|
|
2024
Q3 | $446K | Sell |
11,250
-5,427
| -33% | -$215K | 0.03% | 150 |
|
|
2024
Q2 | $663K | Buy |
16,677
+171
| +1% | +$6.8K | 0.05% | 110 |
|
|
2024
Q1 | $626K | Sell |
16,506
-369
| -2% | -$14K | 0.05% | 113 |
|
|
2023
Q4 | $568K | Buy |
16,875
+117
| +0.7% | +$3.94K | 0.06% | 110 |
|
|
2023
Q3 | $459K | Sell |
16,758
-1,772
| -10% | -$48.5K | 0.05% | 124 |
|
|
2023
Q2 | $532K | Buy |
18,530
+2,717
| +17% | +$78K | 0.07% | 106 |
|
|
2023
Q1 | $452K | Sell |
15,813
-4,427
| -22% | -$127K | 0.07% | 78 |
|
|
2022
Q4 | $670K | Buy |
20,240
+1,953
| +11% | +$64.7K | 0.11% | 41 |
|
|
2022
Q3 | $552K | Buy |
18,287
+8,004
| +78% | +$242K | 0.12% | 42 |
|
|
2022
Q2 | $320K | Sell |
10,283
-62
| -0.6% | -$1.93K | 0.07% | 81 |
|
|
2022
Q1 | $426K | Sell |
10,345
-6,978
| -40% | -$287K | 0.08% | 71 |
|
|
2021
Q4 | $771K | Sell |
17,323
-242
| -1% | -$10.8K | 0.15% | 39 |
|
|
2021
Q3 | $746K | Buy |
17,565
+1,609
| +10% | +$68.3K | 0.16% | 38 |
|
|
2021
Q2 | $658K | Sell |
15,956
-838
| -5% | -$34.6K | 0.14% | 34 |
|
|
2021
Q1 | $650K | Buy |
16,794
+5,243
| +45% | +$203K | 0.15% | 34 |
|
|
2020
Q4 | $478K | Hold |
11,551
| – | – | 0.12% | 46 |
|
|
2020
Q3 | $278K | Buy |
11,551
+95
| +0.8% | +$2.29K | 0.08% | 61 |
|
|
2020
Q2 | $272K | Buy |
+11,456
| New | +$272K | 0.08% | 63 |
|
|
2020
Q1 | – | Sell |
-5,990
| Closed | -$211K | – | 71 |
|
|
2019
Q4 | $211K | Buy |
+5,990
| New | +$211K | 0.06% | 52 |
|
|
2019
Q1 | – | Sell |
-35,034
| Closed | -$863K | – | 28 |
|
|
2018
Q4 | $863K | Sell |
35,034
-10,891
| -24% | -$268K | 0.4% | 10 |
|
|
2018
Q3 | $1.35M | Hold |
45,925
| – | – | 0.8% | 6 |
|
|
2018
Q2 | $1.3M | Hold |
45,925
| – | – | 0.56% | 8 |
|
|
2018
Q1 | $1.38M | Buy |
+45,925
| New | +$1.38M | 0.67% | 7 |
|
|
2016
Q4 | – | Sell |
-12,883
| Closed | -$202K | – | 24 |
|
|
2016
Q3 | $202K | Buy |
+12,883
| New | +$202K | 0.12% | 27 |
|
|
2014
Q4 | – | Sell |
-29,932
| Closed | -$510K | – | 40 |
|
|
2014
Q3 | $510K | Buy |
+29,932
| New | +$510K | 0.29% | 19 |
|