HMS Capital Management’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
Q3
$2.48M Buy
2025
Q2
$2.1M Sell
2025
Q1
$1.68M Buy
2024
Q4
$268K Sell
2024
Q3
$256K Buy
2024
Q2
$250K Hold
2024
Q1
$238K Buy
2021
Q2
Sell
2021
Q1
$214K Buy
2020
Q1
Sell
2019
Q4
$2.03M Buy
2019
Q3
Sell
2019
Q2
$180K Sell
2019
Q1
$641K Hold
2018
Q4
$572K Buy
2018
Q3
$565K Buy