Intersect Capital’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1M | Sell |
32,123
-7,943
| -20% | -$247K | 0.3% | 79 |
|
|
2022
Q1 | $1.65M | Sell |
40,066
-6,383
| -14% | -$263K | 0.32% | 59 |
|
|
2021
Q4 | $2.07M | Sell |
46,449
-11,851
| -20% | -$527K | 0.38% | 54 |
|
|
2021
Q3 | $2.48M | Buy |
58,300
+4,417
| +8% | +$188K | 0.42% | 49 |
|
|
2021
Q2 | $2.22M | Buy |
53,883
+2,685
| +5% | +$111K | 0.39% | 53 |
|
|
2021
Q1 | $1.98M | Buy |
51,198
+6,799
| +15% | +$263K | 0.4% | 53 |
|
|
2020
Q4 | $1.35M | Buy |
44,399
+4,575
| +11% | +$139K | 0.3% | 67 |
|
|
2020
Q3 | $959K | Buy |
39,824
+2,145
| +6% | +$51.7K | 0.26% | 70 |
|
|
2020
Q2 | $895K | Buy |
37,679
+450
| +1% | +$10.7K | 0.29% | 63 |
|
|
2020
Q1 | $790K | Buy |
37,229
+3,092
| +9% | +$65.6K | 0.31% | 57 |
|
|
2019
Q4 | $1.2M | Buy |
34,137
+576
| +2% | +$20.3K | 0.4% | 53 |
|
|
2019
Q3 | $979K | Sell |
33,561
-701
| -2% | -$20.4K | 0.37% | 57 |
|
|
2019
Q2 | $994K | Sell |
34,262
-41
| -0.1% | -$1.19K | 0.38% | 57 |
|
|
2019
Q1 | $946K | Sell |
34,303
-573
| -2% | -$15.8K | 0.4% | 53 |
|
|
2018
Q4 | $859K | Buy |
34,876
+1,238
| +4% | +$30.5K | 0.41% | 49 |
|
|
2018
Q3 | $991K | Buy |
33,638
+8,576
| +34% | +$253K | 0.43% | 48 |
|
|
2018
Q2 | $706K | Buy |
25,062
+5,289
| +27% | +$149K | 0.34% | 59 |
|
|
2018
Q1 | $593K | Buy |
19,773
+2,457
| +14% | +$73.7K | 0.31% | 63 |
|
|
2017
Q4 | $511K | Buy |
17,316
+6,147
| +55% | +$181K | 0.28% | 69 |
|
|
2017
Q3 | $283K | Buy |
11,169
+2,726
| +32% | +$69.1K | 0.16% | 93 |
|
|
2017
Q2 | $205K | Buy |
+8,443
| New | +$205K | 0.12% | 104 |
|
|
2016
Q3 | – | Sell |
-12,812
| Closed | -$170K | – | 93 |
|
|
2016
Q2 | $170K | Sell |
12,812
-169
| -1% | -$2.24K | 0.1% | 105 |
|
|
2016
Q1 | $176K | Buy |
+12,981
| New | +$176K | 0.11% | 104 |
|
|
2015
Q2 | – | Sell |
-5,522
| Closed | -$88K | – | 134 |
|
|
2015
Q1 | $88K | Sell |
5,522
-1,506
| -21% | -$24K | 0.07% | 128 |
|
|
2014
Q4 | $126K | Buy |
+7,028
| New | +$126K | 0.11% | 109 |
|