HCA
Heck Capital Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
+7,980
| New | +$378K | 0.03% | 151 |
|
|
2023
Q4 | – | Sell |
-7,494
| Closed | -$205K | – | 194 |
|
|
2023
Q3 | $205K | Sell |
7,494
-86
| -1% | -$2.36K | 0.04% | 125 |
|
|
2023
Q2 | $217K | Sell |
7,580
-174
| -2% | -$4.99K | 0.04% | 118 |
|
|
2023
Q1 | $222K | Buy |
7,754
+283
| +4% | +$8.09K | 0.04% | 111 |
|
|
2022
Q4 | $247K | Buy |
7,471
+113
| +2% | +$3.74K | 0.05% | 109 |
|
|
2022
Q3 | $222K | Buy |
7,358
+133
| +2% | +$4.02K | 0.05% | 112 |
|
|
2022
Q2 | $225K | Sell |
7,225
-5,008
| -41% | -$156K | 0.05% | 109 |
|
|
2022
Q1 | $504K | Buy |
12,233
+5,078
| +71% | +$209K | 0.09% | 84 |
|
|
2021
Q4 | $318K | Buy |
+7,155
| New | +$318K | 0.06% | 99 |
|
|
2020
Q2 | – | Sell |
-9,512
| Closed | -$202K | – | 107 |
|
|
2020
Q1 | $202K | Sell |
9,512
-299
| -3% | -$6.35K | 0.06% | 73 |
|
|
2019
Q4 | $346K | Buy |
9,811
+369
| +4% | +$13K | 0.08% | 69 |
|
|
2019
Q3 | $275K | Buy |
9,442
+362
| +4% | +$10.6K | 0.08% | 72 |
|
|
2019
Q2 | $263K | Buy |
9,080
+327
| +4% | +$9.48K | 0.07% | 71 |
|
|
2019
Q1 | $241K | Buy |
8,753
+298
| +4% | +$8.22K | 0.07% | 71 |
|
|
2018
Q4 | $208K | Sell |
8,455
-3,826
| -31% | -$94.3K | 0.08% | 69 |
|
|
2018
Q3 | $362K | Sell |
12,281
-700
| -5% | -$20.6K | 0.12% | 52 |
|
|
2018
Q2 | $366K | Buy |
12,981
+4,955
| +62% | +$140K | 0.13% | 49 |
|
|
2018
Q1 | $241K | Sell |
8,026
-37
| -0.5% | -$1.11K | 0.11% | 54 |
|
|
2017
Q4 | $238K | Buy |
8,063
+54
| +0.7% | +$1.59K | 0.12% | 52 |
|
|
2017
Q3 | $203K | Buy |
8,009
+237
| +3% | +$6.01K | 0.11% | 55 |
|
|
2017
Q2 | $189K | Sell |
7,772
-582
| -7% | -$14.1K | 0.11% | 46 |
|
|
2017
Q1 | $197K | Sell |
8,354
-383
| -4% | -$9.04K | 0.12% | 41 |
|
|
2016
Q4 | $193K | Buy |
+8,737
| New | +$193K | 0.14% | 40 |
|