GIM
Generate Investment Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
506,039
+370,301
| +273% | +$17.5M | 1.33% | 23 |
|
|
2025
Q1 | $5.66M | Sell |
135,738
-512,602
| -79% | -$21.4M | 0.4% | 63 |
|
|
2024
Q4 | $28.5M | Buy |
648,340
+445,304
| +219% | +$19.6M | 1.99% | 12 |
|
|
2024
Q3 | $8.06M | Sell |
203,036
-80,961
| -29% | -$3.21M | 0.54% | 57 |
|
|
2024
Q2 | $11.3M | Sell |
283,997
-73,400
| -21% | -$2.92M | 0.66% | 44 |
|
|
2024
Q1 | $13.6M | Buy |
357,397
+38,513
| +12% | +$1.46M | 0.98% | 30 |
|
|
2023
Q4 | $10.7M | Buy |
+318,884
| New | +$10.7M | 0.93% | 42 |
|