Morningstar Investment Management’s Bank of America BAC Stock Holding History

Morningstar Investment Management’s Portfolio BAC Stock Details BAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.83M	Buy
2025 Q2	$878K	Buy
2025 Q1	$670K	Sell
2024 Q4	$828K	Sell
2024 Q3	$2.41M	Sell
2024 Q2	$3.96M	Sell
2024 Q1	$4.37M	Sell
2023 Q4	$3.94M	Buy