Mason & Associates (California)’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
$877K Buy
2025
Q1
Sell
2024
Q4
$210K Buy
2024
Q3
Sell
2024
Q2
$227K Sell
2024
Q1
$454K Buy
2023
Q4
$396K Sell
2023
Q3
$423K Buy
2023
Q2
$435K Sell
2023
Q1
$547K Hold
2022
Q4
$633K Buy
2022
Q3
$544K Sell
2022
Q2
$567K Buy
2022
Q1
$740K Buy
2021
Q4
$441K Buy