MIA
MMBG Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
237,133
-11,240
| -5% | -$532K | 1.12% | 22 |
|
|
2025
Q1 | $10.4M | Sell |
248,373
-27,240
| -10% | -$1.14M | 1.17% | 18 |
|
|
2024
Q4 | $12.1M | Sell |
275,613
-81,125
| -23% | -$3.57M | 1.29% | 18 |
|
|
2024
Q3 | $14.2M | Sell |
356,738
-22,185
| -6% | -$880K | 1.48% | 15 |
|
|
2024
Q2 | $15.1M | Sell |
378,923
-18,420
| -5% | -$733K | 1.62% | 14 |
|
|
2024
Q1 | $15.1M | Sell |
397,343
-9,060
| -2% | -$344K | 1.59% | 14 |
|
|
2023
Q4 | $13.7M | Sell |
406,403
-4,185
| -1% | -$141K | 1.61% | 13 |
|
|
2023
Q3 | $11.2M | Sell |
410,588
-12,340
| -3% | -$338K | 1.42% | 13 |
|
|
2023
Q2 | $11.9M | Sell |
422,928
-26,260
| -6% | -$737K | 1.44% | 13 |
|
|
2023
Q1 | $12.8M | Sell |
449,188
-18,445
| -4% | -$528K | 1.63% | 14 |
|
|
2022
Q4 | $15.5M | Buy |
467,633
+8,080
| +2% | +$268K | 2.05% | 11 |
|
|
2022
Q3 | $13.9M | Hold |
459,553
| – | – | 1.86% | 14 |
|
|
2022
Q2 | $14.3M | Buy |
459,553
+26,155
| +6% | +$814K | 1.77% | 14 |
|
|
2022
Q1 | $17.9M | Buy |
433,398
+450
| +0.1% | +$18.5K | 1.86% | 13 |
|
|
2021
Q4 | $19.3M | Buy |
+432,948
| New | +$19.3M | 1.85% | 13 |
|