LAM
Lewis Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Buy |
13,009
+5,783
| +80% | +$274K | 0.29% | 86 |
|
|
2025
Q1 | $302K | Buy |
7,226
+2,313
| +47% | +$96.5K | 0.25% | 102 |
|
|
2024
Q4 | $216K | Sell |
4,913
-322
| -6% | -$14.2K | 0.16% | 122 |
|
|
2024
Q3 | $208K | Buy |
+5,235
| New | +$208K | 0.15% | 128 |
|