GAM
Gould 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 | $449K | Buy |
9,479
+1,613
| +21% | +$76.3K | 0.09% | 107 |
|
|
2025
Q1 | $328K | Sell |
7,866
-2,278
| -22% | -$95.1K | 0.07% | 123 |
|
|
2024
Q4 | $446K | Buy |
10,144
+865
| +9% | +$38K | 0.09% | 103 |
|
|
2024
Q3 | $368K | Buy |
9,279
+3,000
| +48% | +$119K | 0.08% | 120 |
|
|
2024
Q2 | $250K | Sell |
6,279
-400
| -6% | -$15.9K | 0.06% | 140 |
|
|
2024
Q1 | $253K | Sell |
6,679
-364
| -5% | -$13.8K | 0.06% | 139 |
|
|
2023
Q4 | $237K | Buy |
+7,043
| New | +$237K | 0.06% | 136 |
|
|
2022
Q2 | – | Sell |
-5,682
| Closed | -$234K | – | 143 |
|
|
2022
Q1 | $234K | Hold |
5,682
| – | – | 0.07% | 127 |
|
|
2021
Q4 | $253K | Hold |
5,682
| – | – | 0.07% | 120 |
|
|
2021
Q3 | $241K | Sell |
5,682
-682
| -11% | -$28.9K | 0.07% | 115 |
|
|
2021
Q2 | $262K | Sell |
6,364
-1,200
| -16% | -$49.4K | 0.07% | 130 |
|
|
2021
Q1 | $293K | Buy |
7,564
+700
| +10% | +$27.1K | 0.09% | 111 |
|
|
2020
Q4 | $208K | Buy |
+6,864
| New | +$208K | 0.06% | 133 |
|
|
2020
Q1 | – | Sell |
-7,114
| Closed | -$251K | – | 126 |
|
|
2019
Q4 | $251K | Sell |
7,114
-3,550
| -33% | -$125K | 0.08% | 122 |
|
|
2019
Q3 | $311K | Buy |
10,664
+1,000
| +10% | +$29.2K | 0.11% | 102 |
|
|
2019
Q2 | $280K | Buy |
9,664
+1,500
| +18% | +$43.5K | 0.1% | 109 |
|
|
2019
Q1 | $225K | Buy |
+8,164
| New | +$225K | 0.08% | 122 |
|
|
2018
Q4 | – | Sell |
-7,264
| Closed | -$214K | – | 128 |
|
|
2018
Q3 | $214K | Buy |
+7,264
| New | +$214K | 0.09% | 129 |
|