Hazlett, Burt & Watson’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $555K | Buy |
11,777
+5
| +0% | +$236 | 0.23% | 101 |
|
2025
Q1 | $491K | Sell |
11,772
-192
| -2% | -$8.01K | 0.22% | 104 |
|
2024
Q4 | $527K | Sell |
11,964
-500
| -4% | -$22K | 0.23% | 98 |
|
2024
Q3 | $496K | Buy |
12,464
+500
| +4% | +$19.9K | 0.23% | 98 |
|
2024
Q2 | $477K | Sell |
11,964
-100
| -0.8% | -$3.99K | 0.25% | 87 |
|
2024
Q1 | $458K | Buy |
12,064
+673
| +6% | +$25.6K | 0.27% | 74 |
|
2023
Q4 | $384K | Sell |
11,391
-228
| -2% | -$7.69K | 0.26% | 81 |
|
2023
Q3 | $318K | Hold |
11,619
| – | – | 0.24% | 85 |
|
2023
Q2 | $334K | Sell |
11,619
-650
| -5% | -$18.7K | 0.25% | 84 |
|
2023
Q1 | $351K | Buy |
12,269
+200
| +2% | +$5.72K | 0.29% | 76 |
|
2022
Q4 | $400K | Buy |
12,069
+250
| +2% | +$8.29K | 0.35% | 56 |
|
2022
Q3 | $357K | Buy |
11,819
+200
| +2% | +$6.04K | 0.35% | 58 |
|
2022
Q2 | $362K | Buy |
11,619
+2
| +0% | +$62 | 0.33% | 61 |
|
2022
Q1 | $478K | Buy |
+11,617
| New | +$478K | 0.38% | 53 |
|