MMG
Monetary Management Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
5,200
| – | – | 0.06% | 189 |
|
|
2025
Q1 | $217K | Buy |
5,200
+700
| +16% | +$29.2K | 0.06% | 193 |
|
|
2024
Q4 | $198K | Sell |
4,500
-250
| -5% | -$11K | 0.05% | 198 |
|
|
2024
Q3 | $188K | Hold |
4,750
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $189K | Hold |
4,750
| – | – | 0.05% | 196 |
|
|
2024
Q1 | $180K | Hold |
4,750
| – | – | 0.05% | 197 |
|
|
2023
Q4 | $160K | Hold |
4,750
| – | – | 0.05% | 198 |
|
|
2023
Q3 | $130K | Hold |
4,750
| – | – | 0.04% | 205 |
|
|
2023
Q2 | $136K | Hold |
4,750
| – | – | 0.04% | 206 |
|
|
2023
Q1 | $136K | Sell |
4,750
-5,200
| -52% | -$149K | 0.04% | 207 |
|
|
2022
Q4 | $330K | Hold |
9,950
| – | – | 0.1% | 157 |
|
|
2022
Q3 | $300K | Sell |
9,950
-750
| -7% | -$22.6K | 0.1% | 158 |
|
|
2022
Q2 | $333K | Hold |
10,700
| – | – | 0.1% | 147 |
|
|
2022
Q1 | $441K | Hold |
10,700
| – | – | 0.12% | 135 |
|
|
2021
Q4 | $476K | Buy |
10,700
+400
| +4% | +$17.8K | 0.12% | 130 |
|
|
2021
Q3 | $437K | Buy |
10,300
+350
| +4% | +$14.9K | 0.12% | 131 |
|
|
2021
Q2 | $410K | Sell |
9,950
-300
| -3% | -$12.4K | 0.12% | 135 |
|
|
2021
Q1 | $397K | Sell |
10,250
-150
| -1% | -$5.81K | 0.12% | 135 |
|
|
2020
Q4 | $315K | Hold |
10,400
| – | – | 0.1% | 138 |
|
|
2020
Q3 | $251K | Hold |
10,400
| – | – | 0.09% | 139 |
|
|
2020
Q2 | $247K | Hold |
10,400
| – | – | 0.09% | 132 |
|
|
2020
Q1 | $221K | Sell |
10,400
-4,800
| -32% | -$102K | 0.1% | 124 |
|
|
2019
Q4 | $535K | Sell |
15,200
-750
| -5% | -$26.4K | 0.2% | 112 |
|
|
2019
Q3 | $465K | Sell |
15,950
-18,550
| -54% | -$541K | 0.18% | 118 |
|
|
2019
Q2 | $1M | Sell |
34,500
-3,400
| -9% | -$98.6K | 0.38% | 79 |
|
|
2019
Q1 | $1.05M | Sell |
37,900
-250
| -0.7% | -$6.9K | 0.41% | 69 |
|
|
2018
Q4 | $940K | Sell |
38,150
-2,850
| -7% | -$70.2K | 0.42% | 69 |
|
|
2018
Q3 | $1.21M | Buy |
41,000
+1,000
| +3% | +$29.5K | 0.46% | 63 |
|
|
2018
Q2 | $1.13M | Sell |
40,000
-1,100
| -3% | -$31K | 0.46% | 64 |
|
|
2018
Q1 | $1.23M | Sell |
41,100
-250
| -0.6% | -$7.5K | 0.51% | 55 |
|
|
2017
Q4 | $1.22M | Buy |
41,350
+750
| +2% | +$22.1K | 0.49% | 55 |
|
|
2017
Q3 | $1.03M | Buy |
40,600
+7,800
| +24% | +$198K | 0.43% | 59 |
|
|
2017
Q2 | $796K | Buy |
32,800
+6,000
| +22% | +$146K | 0.33% | 80 |
|
|
2017
Q1 | $632K | Buy |
26,800
+2,250
| +9% | +$53.1K | 0.27% | 84 |
|
|
2016
Q4 | $543K | Buy |
24,550
+21,500
| +705% | +$476K | 0.25% | 84 |
|
|
2016
Q3 | $48K | Hold |
3,050
| – | – | 0.02% | 223 |
|
|
2016
Q2 | $40K | Hold |
3,050
| – | – | 0.02% | 240 |
|
|
2016
Q1 | $41K | Sell |
3,050
-400
| -12% | -$5.38K | 0.02% | 234 |
|
|
2015
Q4 | $58K | Sell |
3,450
-300
| -8% | -$5.04K | 0.03% | 208 |
|
|
2015
Q3 | $58K | Sell |
3,750
-600
| -14% | -$9.28K | 0.03% | 210 |
|
|
2015
Q2 | $74K | Buy |
4,350
+600
| +16% | +$10.2K | 0.03% | 213 |
|
|
2015
Q1 | $58K | Hold |
3,750
| – | – | 0.03% | 247 |
|
|
2014
Q4 | $67K | Sell |
3,750
-200
| -5% | -$3.57K | 0.03% | 226 |
|
|
2014
Q3 | $67K | Hold |
3,950
| – | – | 0.03% | 227 |
|
|
2014
Q2 | $61K | Buy |
3,950
+700
| +22% | +$10.8K | 0.03% | 243 |
|
|
2014
Q1 | $56K | Hold |
3,250
| – | – | 0.03% | 214 |
|
|
2013
Q4 | $51K | Buy |
+3,250
| New | +$51K | 0.02% | 233 |
|