Moisand Fitzgerald Tamayo’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 | $67.5K | Buy |
1,426
+1
| +0.1% | +$47 | 0.01% | 170 |
|
|
2025
Q1 | $59.5K | Buy |
1,425
+2
| +0.1% | +$83 | 0.01% | 174 |
|
|
2024
Q4 | $62.6K | Buy |
1,423
+1
| +0.1% | +$44 | 0.01% | 171 |
|
|
2024
Q3 | $56.4K | Sell |
1,422
-99
| -7% | -$3.93K | 0.01% | 183 |
|
|
2024
Q2 | $60.5K | Buy |
1,521
+3
| +0.2% | +$119 | 0.01% | 164 |
|
|
2024
Q1 | $57.5K | Sell |
1,518
-98
| -6% | -$3.72K | 0.01% | 167 |
|
|
2023
Q4 | $54.4K | Sell |
1,616
-1,512
| -48% | -$50.9K | 0.01% | 168 |
|
|
2023
Q3 | $85.6K | Buy |
3,128
+1,316
| +73% | +$36K | 0.02% | 135 |
|
|
2023
Q2 | $52K | Buy |
1,812
+2
| +0.1% | +$57 | 0.01% | 167 |
|
|
2023
Q1 | $51.8K | Sell |
1,810
-99
| -5% | -$2.83K | 0.01% | 176 |
|
|
2022
Q4 | $63.2K | Buy |
1,909
+316
| +20% | +$10.5K | 0.01% | 156 |
|
|
2022
Q3 | $48K | Buy |
1,593
+585
| +58% | +$17.6K | 0.01% | 163 |
|
|
2022
Q2 | $31K | Buy |
1,008
+648
| +180% | +$19.9K | 0.01% | 190 |
|
|
2022
Q1 | $15K | Sell |
360
-460
| -56% | -$19.2K | 0.01% | 157 |
|
|
2021
Q4 | $36K | Hold |
820
| – | – | 0.01% | 169 |
|
|
2021
Q3 | $35K | Buy |
820
+1
| +0.1% | +$43 | 0.01% | 170 |
|
|
2021
Q2 | $34K | Sell |
819
-199
| -20% | -$8.26K | 0.01% | 173 |
|
|
2021
Q1 | $39K | Buy |
1,018
+301
| +42% | +$11.5K | 0.02% | 137 |
|
|
2020
Q4 | $22K | Buy |
717
+1
| +0.1% | +$31 | 0.01% | 164 |
|
|
2020
Q3 | $17K | Sell |
716
-131
| -15% | -$3.11K | 0.01% | 167 |
|
|
2020
Q2 | $20K | Buy |
847
+135
| +19% | +$3.19K | 0.01% | 151 |
|
|
2020
Q1 | $15K | Buy |
712
+1
| +0.1% | +$21 | 0.01% | 160 |
|
|
2019
Q4 | $25K | Buy |
711
+1
| +0.1% | +$35 | 0.01% | 151 |
|
|
2019
Q3 | $21K | Buy |
710
+3
| +0.4% | +$89 | 0.01% | 156 |
|
|
2019
Q2 | $21K | Sell |
707
-399
| -36% | -$11.9K | 0.01% | 153 |
|
|
2019
Q1 | $31K | Hold |
1,106
| – | – | 0.02% | 140 |
|
|
2018
Q4 | $27K | Sell |
1,106
-198
| -15% | -$4.83K | 0.02% | 139 |
|
|
2018
Q3 | $38K | Sell |
1,304
-199
| -13% | -$5.8K | 0.02% | 138 |
|
|
2018
Q2 | $42K | Sell |
1,503
-803
| -35% | -$22.4K | 0.02% | 127 |
|
|
2018
Q1 | $69K | Buy |
2,306
+1,206
| +110% | +$36.1K | 0.04% | 111 |
|
|
2017
Q4 | $32K | Sell |
1,100
-110
| -9% | -$3.2K | 0.02% | 124 |
|
|
2017
Q3 | $31K | Buy |
+1,210
| New | +$31K | 0.02% | 136 |
|
|
2016
Q2 | – | Sell |
-1,100
| Closed | -$15K | – | 64 |
|
|
2016
Q1 | $15K | Buy |
1,100
+1,000
| +1,000% | +$13.6K | 0.01% | 141 |
|
|
2015
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 193 |
|