Guerra Pan 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 | $292K | Sell |
6,177
-1,224
| -17% | -$57.9K | 0.19% | 88 |
|
|
2025
Q1 | $309K | Hold |
7,401
| – | – | 0.24% | 82 |
|
|
2024
Q4 | $325K | Hold |
7,401
| – | – | 0.24% | 84 |
|
|
2024
Q3 | $294K | Hold |
7,401
| – | – | 0.23% | 83 |
|
|
2024
Q2 | $294K | Hold |
7,401
| – | – | 0.25% | 81 |
|
|
2024
Q1 | $281K | Sell |
7,401
-118
| -2% | -$4.48K | 0.26% | 82 |
|
|
2023
Q4 | $253K | Hold |
7,519
| – | – | 0.24% | 92 |
|
|
2023
Q3 | $206K | Sell |
7,519
-1,727
| -19% | -$47.3K | 0.24% | 96 |
|
|
2023
Q2 | $265K | Hold |
9,246
| – | – | 0.29% | 81 |
|
|
2023
Q1 | $264K | Hold |
9,246
| – | – | 0.33% | 76 |
|
|
2022
Q4 | $306K | Hold |
9,246
| – | – | 0.42% | 64 |
|
|
2022
Q3 | $284K | Hold |
9,246
| – | – | 0.41% | 63 |
|
|
2022
Q2 | $313K | Hold |
9,246
| – | – | 0.39% | 65 |
|
|
2022
Q1 | $335K | Hold |
9,246
| – | – | 0.4% | 63 |
|
|
2021
Q4 | $411K | Buy |
+9,246
| New | +$411K | 0.41% | 63 |
|