Jay D. Rosenbaum’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $655K | Sell |
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|
2023
Q2 | $959K | Buy |
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|
2023
Q1 | $934K | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $813K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $807K | Buy |
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|
2020
Q3 | $610K | Buy |
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|
2020
Q2 | $588K | Buy |
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|
2020
Q1 | $514K | Buy |
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|
2019
Q4 | $809K | Buy |
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|
2019
Q3 | $654K | Buy |
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