Joel Isaacson & Co’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 | $4.68M | Buy |
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|
2025
Q2 | $4.2M | Sell |
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|
2025
Q1 | $3.71M | Buy |
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|
2024
Q4 | $3.68M | Sell |
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|
2024
Q3 | $3.76M | Sell |
|
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|
2024
Q2 | $4.39M | Buy |
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|
2024
Q1 | $4.12M | Buy |
|
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|
2023
Q4 | $3.64M | Buy |
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|
2023
Q3 | $2.93M | Buy |
|
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|
2023
Q2 | $3.04M | Buy |
|
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|
2023
Q1 | $3.02M | Buy |
|
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|
2022
Q4 | $3.47M | Sell |
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|
2022
Q3 | $3.3M | Sell |
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|
2022
Q2 | $3.46M | Buy |
|
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $4.92M | Sell |
|
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|
2021
Q3 | $4.85M | Sell |
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|
2021
Q2 | $4.79M | Sell |
|
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|
2021
Q1 | $4.51M | Buy |
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|
2020
Q4 | $3.53M | Buy |
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|
2020
Q3 | $2.81M | Buy |
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|
2020
Q2 | $2.77M | Buy |
|
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|
2020
Q1 | $2.45M | Buy |
|
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|
2019
Q4 | $3.86M | Buy |
|
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|
2019
Q3 | $3.2M | Sell |
|
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|
2019
Q2 | $3.35M | Buy |
|
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|
2019
Q1 | $3.02M | Buy |
|
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|
2018
Q4 | $2.79M | Buy |
|
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|
2018
Q3 | $2.98M | Buy |
|
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|
2018
Q2 | $2.81M | Sell |
|
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|
2018
Q1 | $3.1M | Buy |
|
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|
2017
Q4 | $309K | Buy |
|
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|
2017
Q3 | $255K | Sell |
|
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|
2017
Q2 | $251K | Sell |
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|
2017
Q1 | $267K | Buy |
|
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|
2016
Q4 | $250K | Buy |
|
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|
2016
Q3 | $157K | Sell |
|
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|
2016
Q2 | $137K | Buy |
|
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|
2016
Q1 | $130K | Buy |
|
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|
2015
Q4 | $161K | Sell |
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|
2015
Q3 | $157K | Sell |
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|
2015
Q2 | $179K | Buy |
|
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|
2015
Q1 | $156K | Buy |
|
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|
2014
Q4 | $179K | Buy |
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|
2014
Q3 | $169K | Buy |
|
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|
2014
Q2 | $152K | Hold |
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|
2014
Q1 | $170K | Buy |
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|
2013
Q4 | $151K | Buy |
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|
2013
Q3 | $128K | Buy |
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|
2013
Q2 | $85K | Buy |
|