Heck Capital Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $318K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $346K | Buy |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $241K | Buy |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $362K | Sell |
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|
2018
Q2 | $366K | Buy |
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|
2018
Q1 | $241K | Sell |
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|
2017
Q4 | $238K | Buy |
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|
2017
Q3 | $203K | Buy |
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|
2017
Q2 | $189K | Sell |
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|
2017
Q1 | $197K | Sell |
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|
2016
Q4 | $193K | Buy |
|