Kercheville Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+4,317
| New | +$204K | 0.07% | 93 |
|
|
2022
Q4 | – | Sell |
-11,796
| Closed | -$356K | – | 88 |
|
|
2022
Q3 | $356K | Sell |
11,796
-193
| -2% | -$5.83K | 0.36% | 49 |
|
|
2022
Q2 | $373K | Sell |
11,989
-2,342
| -16% | -$72.9K | 0.24% | 55 |
|
|
2022
Q1 | $591K | Buy |
14,331
+1,180
| +9% | +$48.7K | 0.28% | 60 |
|
|
2021
Q4 | $585K | Sell |
13,151
-245
| -2% | -$10.9K | 0.26% | 63 |
|
|
2021
Q3 | $569K | Buy |
13,396
+306
| +2% | +$13K | 0.27% | 66 |
|
|
2021
Q2 | $540K | Buy |
13,090
+1,005
| +8% | +$41.5K | 0.25% | 70 |
|
|
2021
Q1 | $469K | Buy |
12,085
+855
| +8% | +$33.2K | 0.24% | 75 |
|
|
2020
Q4 | $338K | Buy |
+11,230
| New | +$338K | 0.18% | 80 |
|