Independent Family Office’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
2024
Q3
Sell
2024
Q2
$271K Sell
2024
Q1
$274K Hold
2023
Q4
$243K Buy
2023
Q3
Sell
2023
Q2
$207K Hold
2023
Q1
$206K Hold
2022
Q4
$239K Sell
2022
Q3
$256K Buy
2022
Q2
$225 Hold
2022
Q1
$298K Buy