HAM
Harmony 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 | $943K | Hold |
19,929
| – | – | 0.35% | 75 |
|
|
2025
Q1 | $832K | Buy |
19,929
+3,595
| +22% | +$150K | 0.35% | 73 |
|
|
2024
Q4 | $718K | Sell |
16,334
-29,435
| -64% | -$1.29M | 0.28% | 80 |
|
|
2024
Q3 | $1.82M | Buy |
45,769
+28,175
| +160% | +$1.12M | 0.67% | 47 |
|
|
2024
Q2 | $700K | Sell |
17,594
-23
| -0.1% | -$915 | 0.29% | 74 |
|
|
2024
Q1 | $668K | Sell |
17,617
-38,611
| -69% | -$1.46M | 0.28% | 81 |
|
|
2023
Q4 | $1.89M | Buy |
+56,228
| New | +$1.89M | 0.8% | 43 |
|