Meritage Portfolio 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 | $219K | Sell |
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|
2025
Q2 | $211K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $3.74M | Sell |
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|
2021
Q2 | $3.64M | Buy |
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|
2021
Q1 | $3.4M | Sell |
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|
2020
Q4 | $2.88M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.91M | Sell |
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|
2019
Q4 | $3.41M | Sell |
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|
2019
Q3 | $2.87M | Buy |
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|
2019
Q2 | $697K | Buy |
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