Mercer Global Advisors’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 | $50.8M | Sell |
1,074,207
-20,519
| -2% | -$971K | 0.1% | 90 |
|
2025
Q1 | $45.7M | Sell |
1,094,726
-45,695
| -4% | -$1.91M | 0.1% | 113 |
|
2024
Q4 | $50.1M | Buy |
+1,140,421
| New | +$50.1M | 0.12% | 92 |
|
2024
Q1 | – | Sell |
-669,932
| Closed | -$22.6M | – | 2005 |
|
2023
Q4 | $22.6M | Sell |
669,932
-24,730
| -4% | -$833K | 0.07% | 178 |
|
2023
Q3 | $19M | Sell |
694,662
-81,319
| -10% | -$2.23M | 0.07% | 170 |
|
2023
Q2 | $22.3M | Buy |
775,981
+13,105
| +2% | +$376K | 0.09% | 157 |
|
2023
Q1 | $21.8M | Buy |
762,876
+21,866
| +3% | +$625K | 0.1% | 151 |
|
2022
Q4 | $24.5M | Sell |
741,010
-8,120
| -1% | -$269K | 0.12% | 136 |
|
2022
Q3 | $23.1M | Buy |
749,130
+18,592
| +3% | +$573K | 0.14% | 119 |
|
2022
Q2 | $22.7M | Sell |
730,538
-2,839
| -0.4% | -$88.4K | 0.14% | 116 |
|
2022
Q1 | $30.2M | Buy |
733,377
+14,962
| +2% | +$617K | 0.18% | 86 |
|
2021
Q4 | $32M | Buy |
718,415
+72,925
| +11% | +$3.24M | 0.2% | 79 |
|
2021
Q3 | $27.4M | Buy |
645,490
+48,678
| +8% | +$2.07M | 0.19% | 83 |
|
2021
Q2 | $24.6M | Buy |
596,812
+25,169
| +4% | +$1.04M | 0.19% | 85 |
|
2021
Q1 | $22.1M | Buy |
571,643
+173,920
| +44% | +$6.73M | 0.2% | 85 |
|
2020
Q4 | $12.1M | Sell |
397,723
-33,815
| -8% | -$1.02M | 0.15% | 104 |
|
2020
Q3 | $10.4M | Buy |
431,538
+44,964
| +12% | +$1.08M | 0.16% | 104 |
|
2020
Q2 | $9.18M | Sell |
386,574
-26,921
| -7% | -$639K | 0.17% | 91 |
|
2020
Q1 | $8.78M | Sell |
413,495
-2,185
| -0.5% | -$46.4K | 0.19% | 97 |
|
2019
Q4 | $14.6M | Buy |
415,680
+32,679
| +9% | +$1.15M | 0.29% | 67 |
|
2019
Q3 | $11.2M | Buy |
383,001
+40,434
| +12% | +$1.18M | 0.26% | 78 |
|
2019
Q2 | $9.93M | Buy |
342,567
+25,209
| +8% | +$731K | 0.26% | 78 |
|
2019
Q1 | $8.76M | Buy |
+317,358
| New | +$8.76M | 0.31% | 65 |
|