James Hambro & Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Hold |
|
|||||
|
2025
Q2 | $253K | Hold |
|
|||||
|
2025
Q1 | $224K | Hold |
|
|||||
|
2024
Q4 | $236K | Hold |
|
|||||
|
2024
Q3 | $213K | Hold |
|
|||||
|
2024
Q2 | $213K | Hold |
|
|||||
|
2024
Q1 | $203K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $442K | Sell |
|
|||||
|
2023
Q2 | $500K | Buy |
|
|||||
|
2023
Q1 | $455K | Sell |
|
|||||
|
2022
Q4 | $542K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $230K | Hold |
|
|||||
|
2021
Q4 | $248K | Hold |
|
|||||
|
2021
Q3 | $236K | Hold |
|
|||||
|
2021
Q2 | $229K | Hold |
|
|||||
|
2021
Q1 | $216K | Sell |
|
|||||
|
2020
Q4 | $228K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $222K | Buy |
|