MB, Levis & Associates’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
$144K Sell
2025
Q2
$168K Buy
2025
Q1
$147K Buy
2024
Q4
$154K Buy
2024
Q3
$139K Buy
2024
Q2
$139K Buy
2024
Q1
$131K Buy
2023
Q4
$116K Buy
2023
Q3
$93.2K Buy
2023
Q2
$97.1K Buy
2023
Q1
$96.1K Buy
2022
Q4
$111K Buy