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Inscription Capital’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
39,874
-564,198
-93% -$26.7M 0.27% 64
2025
Q1
$22.9M Buy
+604,072
New +$22.9M 3.77% 4
2024
Q3
$20.1M Sell
506,152
-47,832
-9% -$1.9M 2.98% 5
2024
Q2
$22M Sell
553,984
-50,088
-8% -$1.99M 3.55% 4
2024
Q1
$22.9M Buy
604,072
+518,866
+609% +$19.7M 3.77% 4
2023
Q4
$2.87M Buy
85,206
+2,735
+3% +$92.1K 0.78% 26
2023
Q3
$2.26M Sell
82,471
-2,246
-3% -$61.5K 0.74% 29
2023
Q2
$2.43M Sell
84,717
-7,337
-8% -$210K 0.76% 27
2023
Q1
$2.63M Buy
92,054
+50,850
+123% +$1.45M 0.7% 30
2022
Q4
$1.36M Sell
41,204
-1,655
-4% -$54.8K 0.47% 50
2022
Q3
$1.29M Sell
42,859
-647
-1% -$19.5K 0.37% 48
2022
Q2
$1.35M Sell
43,506
-5,040
-10% -$157K 0.24% 76
2022
Q1
$2M Buy
48,546
+12,744
+36% +$525K 0.57% 48
2021
Q4
$1.59M Buy
35,802
+2,068
+6% +$92K 0.44% 57
2021
Q3
$1.43M Sell
33,734
-83,227
-71% -$3.53M 0.45% 59
2021
Q2
$4.82M Buy
116,961
+82,988
+244% +$3.42M 0.55% 36
2021
Q1
$1.31M Sell
33,973
-1,408
-4% -$54.5K 0.45% 62
2020
Q4
$1.07M Buy
35,381
+1,353
+4% +$41K 0.41% 62
2020
Q3
$820K Sell
34,028
-1,019
-3% -$24.6K 0.36% 71
2020
Q2
$832K Buy
35,047
+2,470
+8% +$58.6K 0.46% 59
2020
Q1
$692K Sell
32,577
-34,170
-51% -$726K 0.46% 57
2019
Q4
$2.35M Buy
66,747
+16,688
+33% +$588K 1.04% 24
2019
Q3
$1.46M Buy
50,059
+39,692
+383% +$1.16M 0.8% 37
2019
Q2
$291K Buy
+10,367
New +$291K 0.22% 81