IIA
IPG 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 | $930K | Buy |
19,656
+506
| +3% | +$23.9K | 0.18% | 83 |
|
|
2025
Q1 | $799K | Sell |
19,150
-11,078
| -37% | -$462K | 0.18% | 81 |
|
|
2024
Q4 | $1.33M | Hold |
30,228
| – | – | 0.3% | 64 |
|
|
2024
Q3 | $1.2M | Hold |
30,228
| – | – | 0.26% | 67 |
|
|
2024
Q2 | $1.2M | Buy |
30,228
+400
| +1% | +$15.9K | 0.26% | 64 |
|
|
2024
Q1 | $1.13M | Sell |
29,828
-2,645
| -8% | -$100K | 0.25% | 63 |
|
|
2023
Q4 | $1.09M | Sell |
32,473
-2,238
| -6% | -$75.4K | 0.22% | 71 |
|
|
2023
Q3 | $950K | Sell |
34,711
-2,358
| -6% | -$64.6K | 0.21% | 73 |
|
|
2023
Q2 | $1.06M | Sell |
37,069
-27,300
| -42% | -$783K | 0.23% | 62 |
|
|
2023
Q1 | $1.84M | Buy |
64,369
+7,000
| +12% | +$200K | 0.42% | 43 |
|
|
2022
Q4 | $1.9M | Sell |
57,369
-30,000
| -34% | -$994K | 0.53% | 34 |
|
|
2022
Q3 | $2.64M | Buy |
87,369
+22,022
| +34% | +$665K | 0.74% | 30 |
|
|
2022
Q2 | $2.03M | Buy |
65,347
+22,645
| +53% | +$705K | 0.51% | 36 |
|
|
2022
Q1 | $1.76M | Sell |
42,702
-22,328
| -34% | -$920K | 0.34% | 48 |
|
|
2021
Q4 | $2.89M | Buy |
65,030
+20,873
| +47% | +$929K | 0.52% | 38 |
|
|
2021
Q3 | $1.87M | Buy |
44,157
+12,515
| +40% | +$531K | 0.59% | 32 |
|
|
2021
Q2 | $1.3M | Sell |
31,642
-1,000
| -3% | -$41.2K | 0.38% | 37 |
|
|
2021
Q1 | $1.26M | Sell |
32,642
-1,000
| -3% | -$38.7K | 0.25% | 66 |
|
|
2020
Q4 | $1.02M | Sell |
33,642
-500
| -1% | -$15.2K | 0.24% | 62 |
|
|
2020
Q3 | $822K | Buy |
34,142
+15,475
| +83% | +$373K | 0.24% | 66 |
|
|
2020
Q2 | $443K | Sell |
18,667
-5,563
| -23% | -$132K | 0.15% | 75 |
|
|
2020
Q1 | $514K | Buy |
24,230
+4,650
| +24% | +$98.7K | 0.22% | 69 |
|
|
2019
Q4 | $690K | Sell |
19,580
-2,050
| -9% | -$72.2K | 0.22% | 67 |
|
|
2019
Q3 | $631K | Sell |
21,630
-20,345
| -48% | -$593K | 0.22% | 62 |
|
|
2019
Q2 | $1.22M | Sell |
41,975
-11,322
| -21% | -$328K | 0.44% | 44 |
|
|
2019
Q1 | $1.47M | Sell |
53,297
-8,385
| -14% | -$231K | 0.5% | 39 |
|
|
2018
Q4 | $1.52M | Buy |
61,682
+6,354
| +11% | +$157K | 0.58% | 33 |
|
|
2018
Q3 | $1.63M | Sell |
55,328
-27,111
| -33% | -$799K | 0.53% | 34 |
|
|
2018
Q2 | $2.32M | Buy |
82,439
+9,026
| +12% | +$254K | 0.81% | 24 |
|
|
2018
Q1 | $2.2M | Buy |
73,413
+5,025
| +7% | +$151K | 0.72% | 24 |
|
|
2017
Q4 | $2.02M | Sell |
68,388
-3,193
| -4% | -$94.3K | 0.84% | 26 |
|
|
2017
Q3 | $1.81M | Sell |
71,581
-726
| -1% | -$18.4K | 0.62% | 30 |
|
|
2017
Q2 | $1.75M | Sell |
72,307
-22,050
| -23% | -$535K | 0.7% | 27 |
|
|
2017
Q1 | $2.23M | Buy |
94,357
+51,281
| +119% | +$1.21M | 1% | 23 |
|
|
2016
Q4 | $952K | Sell |
43,076
-77,677
| -64% | -$1.72M | 0.39% | 53 |
|
|
2016
Q3 | $1.89M | Sell |
120,753
-29,700
| -20% | -$465K | 0.79% | 26 |
|
|
2016
Q2 | $2M | Buy |
150,453
+54,577
| +57% | +$724K | 0.83% | 31 |
|
|
2016
Q1 | $1.3M | Sell |
95,876
-27,681
| -22% | -$374K | 0.58% | 36 |
|
|
2015
Q4 | $2.08M | Buy |
123,557
+7,900
| +7% | +$133K | 0.96% | 29 |
|
|
2015
Q3 | $1.8M | Sell |
115,657
-48,035
| -29% | -$748K | 0.84% | 27 |
|
|
2015
Q2 | $2.79M | Hold |
163,692
| – | – | 1.01% | 20 |
|
|
2015
Q1 | $2.52M | Buy |
163,692
+34,850
| +27% | +$536K | 0.96% | 23 |
|
|
2014
Q4 | $2.3M | Buy |
128,842
+50,028
| +63% | +$895K | 0.9% | 24 |
|
|
2014
Q3 | $1.34M | Sell |
78,814
-68,110
| -46% | -$1.16M | 0.48% | 31 |
|
|
2014
Q2 | $2.26M | Buy |
146,924
+52,700
| +56% | +$810K | 0.98% | 25 |
|
|
2014
Q1 | $1.63M | Buy |
94,224
+63,200
| +204% | +$1.09M | 0.76% | 27 |
|
|
2013
Q4 | $483K | Buy |
+31,024
| New | +$483K | 0.26% | 35 |
|