JIP
Jaffetilchin Investment Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
87,063
+15,291
| +21% | +$724K | 0.27% | 68 |
|
|
2025
Q1 | $3M | Buy |
71,772
+662
| +0.9% | +$27.6K | 0.22% | 81 |
|
|
2024
Q4 | $3.13M | Buy |
71,110
+886
| +1% | +$38.9K | 0.23% | 74 |
|
|
2024
Q3 | $2.79M | Sell |
70,224
-606
| -0.9% | -$24K | 0.21% | 75 |
|
|
2024
Q2 | $2.82M | Sell |
70,830
-813
| -1% | -$32.3K | 0.24% | 69 |
|
|
2024
Q1 | $2.72M | Sell |
71,643
-815
| -1% | -$30.9K | 0.24% | 70 |
|
|
2023
Q4 | $2.44M | Sell |
72,458
-592
| -0.8% | -$19.9K | 0.24% | 72 |
|
|
2023
Q3 | $2M | Sell |
73,050
-100
| -0.1% | -$2.74K | 0.22% | 73 |
|
|
2023
Q2 | $2.1M | Sell |
73,150
-10,935
| -13% | -$314K | 0.22% | 73 |
|
|
2023
Q1 | $2.4M | Buy |
84,085
+807
| +1% | +$23.1K | 0.27% | 72 |
|
|
2022
Q4 | $2.76M | Sell |
83,278
-16,795
| -17% | -$556K | 0.34% | 65 |
|
|
2022
Q3 | $3.02M | Buy |
100,073
+14,746
| +17% | +$445K | 0.39% | 45 |
|
|
2022
Q2 | $2.66M | Sell |
85,327
-21,180
| -20% | -$659K | 0.31% | 59 |
|
|
2022
Q1 | $3.74M | Sell |
106,507
-12,214
| -10% | -$428K | 0.44% | 41 |
|
|
2021
Q4 | $5.28M | Buy |
118,721
+1,281
| +1% | +$57K | 0.5% | 45 |
|
|
2021
Q3 | $4.99M | Buy |
117,440
+12,298
| +12% | +$522K | 0.53% | 37 |
|
|
2021
Q2 | $4.34M | Buy |
105,142
+16,073
| +18% | +$663K | 0.3% | 60 |
|
|
2021
Q1 | $3.45M | Buy |
89,069
+28,055
| +46% | +$1.09M | 0.41% | 50 |
|
|
2020
Q4 | $1.85M | Buy |
61,014
+34,425
| +129% | +$1.04M | 0.26% | 67 |
|
|
2020
Q3 | $641K | Buy |
26,589
+3,120
| +13% | +$75.2K | 0.12% | 104 |
|
|
2020
Q2 | $557K | Buy |
23,469
+11,845
| +102% | +$281K | 0.12% | 102 |
|
|
2020
Q1 | $247K | Sell |
11,624
-21,408
| -65% | -$455K | 0.09% | 136 |
|
|
2019
Q4 | $1.16M | Buy |
33,032
+1,991
| +6% | +$70.1K | 0.25% | 61 |
|
|
2019
Q3 | $905K | Sell |
31,041
-10,106
| -25% | -$295K | 0.22% | 67 |
|
|
2019
Q2 | $1.19M | Buy |
41,147
+11,259
| +38% | +$326K | 0.28% | 55 |
|
|
2019
Q1 | $825K | Buy |
29,888
+12,383
| +71% | +$342K | 0.18% | 90 |
|
|
2018
Q4 | $431K | Sell |
17,505
-813
| -4% | -$20K | 0.11% | 147 |
|
|
2018
Q3 | $540K | Sell |
18,318
-9,107
| -33% | -$268K | 0.11% | 147 |
|
|
2018
Q2 | $773K | Sell |
27,425
-5,870
| -18% | -$165K | 0.17% | 110 |
|
|
2018
Q1 | $999K | Buy |
33,295
+9,850
| +42% | +$296K | 0.22% | 70 |
|
|
2017
Q4 | $692K | Sell |
23,445
-11,065
| -32% | -$327K | 0.23% | 86 |
|
|
2017
Q3 | $874K | Buy |
34,510
+2,998
| +10% | +$75.9K | 0.21% | 86 |
|
|
2017
Q2 | $764K | Buy |
31,512
+5,422
| +21% | +$131K | 0.26% | 71 |
|
|
2017
Q1 | $615K | Buy |
26,090
+5,325
| +26% | +$126K | 0.16% | 109 |
|
|
2016
Q4 | $459K | Buy |
20,765
+5,578
| +37% | +$123K | 0.14% | 123 |
|
|
2016
Q3 | $238K | Buy |
+15,187
| New | +$238K | 0.08% | 192 |
|
|
2016
Q2 | – | Sell |
-105,550
| Closed | -$1.43M | – | 216 |
|
|
2016
Q1 | $1.43M | Buy |
105,550
+18,631
| +21% | +$252K | 0.45% | 33 |
|
|
2015
Q4 | $1.46M | Buy |
86,919
+12,422
| +17% | +$209K | 0.47% | 36 |
|
|
2015
Q3 | $1.16M | Buy |
74,497
+241
| +0.3% | +$3.76K | 0.43% | 38 |
|
|
2015
Q2 | $1.26M | Buy |
74,256
+185
| +0.2% | +$3.15K | 0.38% | 42 |
|
|
2015
Q1 | $1.14M | Buy |
74,071
+235
| +0.3% | +$3.62K | 0.34% | 41 |
|
|
2014
Q4 | $1.32M | Buy |
73,836
+482
| +0.7% | +$8.62K | 0.44% | 33 |
|
|
2014
Q3 | $1.25M | Buy |
73,354
+449
| +0.6% | +$7.66K | 0.46% | 30 |
|
|
2014
Q2 | $1.12M | Buy |
72,905
+1,466
| +2% | +$22.5K | 0.4% | 35 |
|
|
2014
Q1 | $1.23M | Buy |
71,439
+72
| +0.1% | +$1.24K | 0.48% | 35 |
|
|
2013
Q4 | $1.11M | Sell |
71,367
-54
| -0.1% | -$841 | 0.55% | 36 |
|
|
2013
Q3 | $986K | Buy |
71,421
+62
| +0.1% | +$856 | 0.58% | 42 |
|
|
2013
Q2 | $918K | Buy |
+71,359
| New | +$918K | 0.64% | 36 |
|