IIA
Integral Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
33,121
+5,202
| +19% | +$246K | 0.45% | 44 |
|
|
2025
Q1 | $1.17M | Buy |
27,919
+660
| +2% | +$27.5K | 0.37% | 53 |
|
|
2024
Q4 | $1.2M | Buy |
27,259
+77
| +0.3% | +$3.38K | 0.39% | 53 |
|
|
2024
Q3 | $1.08M | Buy |
27,182
+473
| +2% | +$18.8K | 0.36% | 55 |
|
|
2024
Q2 | $1.05M | Sell |
26,709
-1,153
| -4% | -$45.3K | 0.39% | 51 |
|
|
2024
Q1 | $1.05M | Buy |
27,862
+19,927
| +251% | +$753K | 0.44% | 41 |
|
|
2023
Q4 | $267K | Buy |
+7,935
| New | +$267K | 0.17% | 68 |
|
|
2023
Q1 | – | Sell |
-6,832
| Closed | -$226K | – | 81 |
|
|
2022
Q4 | $226K | Hold |
6,832
| – | – | 0.18% | 70 |
|
|
2022
Q3 | $206K | Hold |
6,832
| – | – | 0.17% | 76 |
|
|
2022
Q2 | $213K | Sell |
6,832
-683
| -9% | -$21.3K | 0.18% | 75 |
|
|
2022
Q1 | $310K | Buy |
7,515
+683
| +10% | +$28.2K | 0.19% | 78 |
|
|
2021
Q4 | $304K | Buy |
+6,832
| New | +$304K | 0.22% | 76 |
|