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InceptionR’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.31M Buy
+48,748
New +$2.31M 0.53% 1
2025
Q1
Sell
-28,065
Closed -$1.23M 553
2024
Q4
$1.23M Buy
28,065
+8,223
+41% +$361K 0.28% 110
2024
Q3
$787K Buy
19,842
+4,356
+28% +$173K 0.19% 203
2024
Q2
$616K Buy
+15,486
New +$616K 0.17% 230