Integrated Investment Consultants’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
29,034
-10,283
| -26% | -$487K | 0.27% | 62 |
|
|
2025
Q1 | $1.64M | Sell |
39,317
-30,145
| -43% | -$1.26M | 0.33% | 57 |
|
|
2024
Q4 | $3.05M | Buy |
69,462
+34,065
| +96% | +$1.5M | 0.63% | 31 |
|
|
2024
Q3 | $1.4M | Buy |
35,397
+7,456
| +27% | +$296K | 0.31% | 47 |
|
|
2024
Q2 | $1.06M | Hold |
27,941
| – | – | 0.29% | 54 |
|
|
2024
Q1 | $1.06M | Buy |
27,941
+3,333
| +14% | +$126K | 0.29% | 54 |
|
|
2023
Q4 | $829K | Buy |
24,608
+564
| +2% | +$19K | 0.26% | 64 |
|
|
2023
Q3 | $658K | Sell |
24,044
-3,444
| -13% | -$94.3K | 0.24% | 71 |
|
|
2023
Q2 | $789K | Buy |
27,488
+5,493
| +25% | +$158K | 0.25% | 62 |
|
|
2023
Q1 | $629K | Buy |
21,995
+11,999
| +120% | +$343K | 0.2% | 77 |
|
|
2022
Q4 | $331K | Buy |
9,996
+792
| +9% | +$26.2K | 0.11% | 157 |
|
|
2022
Q3 | $278K | Buy |
9,204
+955
| +12% | +$28.8K | 0.11% | 166 |
|
|
2022
Q2 | $257K | Sell |
8,249
-2,528
| -23% | -$78.8K | 0.09% | 183 |
|
|
2022
Q1 | $444K | Sell |
10,777
-572
| -5% | -$23.6K | 0.12% | 144 |
|
|
2021
Q4 | $505K | Buy |
11,349
+769
| +7% | +$34.2K | 0.13% | 135 |
|
|
2021
Q3 | $449K | Buy |
10,580
+1,958
| +23% | +$83.1K | 0.13% | 135 |
|
|
2021
Q2 | $355K | Buy |
8,622
+1,896
| +28% | +$78.1K | 0.1% | 184 |
|
|
2021
Q1 | $260K | Hold |
6,726
| – | – | 0.09% | 205 |
|
|
2020
Q4 | $204K | Buy |
+6,726
| New | +$204K | 0.08% | 229 |
|
|
2018
Q2 | – | Sell |
-9,181
| Closed | -$275K | – | 214 |
|
|
2018
Q1 | $275K | Buy |
+9,181
| New | +$275K | 0.11% | 130 |
|
|
2017
Q3 | $113K | Buy |
4,453
+85
| +2% | +$2.16K | 0.05% | 270 |
|
|
2017
Q2 | $106K | Hold |
4,368
| – | – | 0.05% | 283 |
|
|
2017
Q1 | $103K | Buy |
4,368
+500
| +13% | +$11.8K | 0.05% | 282 |
|
|
2016
Q4 | $85K | Hold |
3,868
| – | – | 0.04% | 308 |
|
|
2016
Q3 | $61K | Hold |
3,868
| – | – | 0.03% | 365 |
|
|
2016
Q2 | $51K | Hold |
3,868
| – | – | 0.03% | 390 |
|
|
2016
Q1 | $50K | Buy |
+3,868
| New | +$50K | 0.03% | 349 |
|