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