IAP
Indie Asset Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,460
| Closed | -$228K | – | 71 |
|
|
2025
Q1 | $228K | Sell |
5,460
-1,432
| -21% | -$59.8K | 0.2% | 79 |
|
|
2024
Q4 | $303K | Sell |
6,892
-34
| -0.5% | -$1.49K | 0.24% | 70 |
|
|
2024
Q3 | $275K | Sell |
6,926
-478
| -6% | -$19K | 0.21% | 85 |
|
|
2024
Q2 | $294K | Buy |
7,404
+496
| +7% | +$19.7K | 0.23% | 69 |
|
|
2024
Q1 | $262K | Buy |
6,908
+132
| +2% | +$5.01K | 0.23% | 69 |
|
|
2023
Q4 | $228K | Sell |
6,776
-898
| -12% | -$30.2K | 0.21% | 71 |
|
|
2023
Q3 | $210K | Buy |
7,674
+68
| +0.9% | +$1.86K | 0.21% | 71 |
|
|
2023
Q2 | $218K | Hold |
7,606
| – | – | 0.24% | 69 |
|
|
2023
Q1 | $218K | Hold |
7,606
| – | – | 0.25% | 69 |
|
|
2022
Q4 | $252K | Hold |
7,606
| – | – | 0.28% | 66 |
|
|
2022
Q3 | $230K | Sell |
7,606
-80
| -1% | -$2.42K | 0.24% | 71 |
|
|
2022
Q2 | $239K | Hold |
7,686
| – | – | 0.21% | 84 |
|
|
2022
Q1 | $317K | Buy |
7,686
+97
| +1% | +$4K | 0.24% | 76 |
|
|
2021
Q4 | $338K | Hold |
7,589
| – | – | 0.25% | 86 |
|
|
2021
Q3 | $322K | Hold |
7,589
| – | – | 0.26% | 80 |
|
|
2021
Q2 | $313K | Hold |
7,589
| – | – | 0.25% | 77 |
|
|
2021
Q1 | $294K | Sell |
7,589
-50
| -0.7% | -$1.94K | 0.33% | 82 |
|
|
2020
Q4 | $232K | Buy |
+7,639
| New | +$232K | 0.27% | 93 |
|
|
2020
Q3 | – | Sell |
-8,139
| Closed | -$216K | – | 94 |
|
|
2020
Q2 | $216K | Buy |
+8,139
| New | +$216K | 0.27% | 82 |
|
|
2020
Q1 | – | Sell |
-8,264
| Closed | -$291K | – | 84 |
|
|
2019
Q4 | $291K | Buy |
+8,264
| New | +$291K | 0.31% | 62 |
|