Marotta Asset Management’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 | $248K | Hold |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $203K | Hold |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $231K | Hold |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $205K | Buy |
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