Mendel Money Management’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 | $1.81M | Sell |
38,262
-4,725
| -11% | -$224K | 0.8% | 37 |
|
|
2025
Q1 | $1.79M | Sell |
42,987
-1,345
| -3% | -$56.1K | 0.85% | 40 |
|
|
2024
Q4 | $1.95M | Sell |
44,332
-1,930
| -4% | -$84.8K | 0.87% | 37 |
|
|
2024
Q3 | $1.84M | Sell |
46,262
-345
| -0.7% | -$13.7K | 0.79% | 37 |
|
|
2024
Q2 | $1.85M | Sell |
46,607
-1,835
| -4% | -$73K | 0.87% | 37 |
|
|
2024
Q1 | $1.84M | Sell |
48,442
-6,564
| -12% | -$249K | 0.85% | 38 |
|
|
2023
Q4 | $1.85M | Buy |
55,006
+440
| +0.8% | +$14.8K | 0.89% | 36 |
|
|
2023
Q3 | $1.49M | Sell |
54,566
-300
| -0.5% | -$8.21K | 0.8% | 39 |
|
|
2023
Q2 | $1.57M | Sell |
54,866
-300
| -0.5% | -$8.61K | 0.81% | 38 |
|
|
2023
Q1 | $1.58M | Buy |
55,166
+4,855
| +10% | +$139K | 0.85% | 35 |
|
|
2022
Q4 | $1.67M | Sell |
50,311
-6,074
| -11% | -$201K | 0.95% | 35 |
|
|
2022
Q3 | $1.7M | Sell |
56,385
-3,343
| -6% | -$101K | 1.06% | 34 |
|
|
2022
Q2 | $1.86M | Sell |
59,728
-12,067
| -17% | -$376K | 1.11% | 33 |
|
|
2022
Q1 | $2.96M | Buy |
71,795
+18,375
| +34% | +$757K | 1.45% | 28 |
|
|
2021
Q4 | $2.38M | Sell |
53,420
-330
| -0.6% | -$14.7K | 1.37% | 28 |
|
|
2021
Q3 | $2.28M | Buy |
53,750
+9,340
| +21% | +$397K | 1.43% | 27 |
|
|
2021
Q2 | $1.83M | Buy |
44,410
+7,605
| +21% | +$314K | 1.15% | 29 |
|
|
2021
Q1 | $1.42M | Buy |
+36,805
| New | +$1.42M | 0.93% | 31 |
|