Monument Capital 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
$277K Buy
2025
Q2
$243K Sell
2025
Q1
$267K Sell
2024
Q4
$327K Buy
2024
Q3
$250K Buy
2024
Q2
$235K Buy
2022
Q3
Sell
2022
Q2
$552K Sell
2022
Q1
$906K Sell
2021
Q4
$1.16M Buy
2021
Q3
$966K Buy
2021
Q2
$457K Buy
2018
Q4
Sell
2018
Q3
$225K Buy
2018
Q2
$213K Buy
2018
Q1
$221K Buy
2017
Q4
$222K Buy