Morningstar Investment Management’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 | $878K | Buy |
18,564
+2,504
| +16% | +$118K | 0.08% | 77 |
|
|
2025
Q1 | $670K | Sell |
16,060
-2,775
| -15% | -$116K | 0.06% | 59 |
|
|
2024
Q4 | $828K | Sell |
18,835
-38,680
| -67% | -$1.7M | 0.07% | 91 |
|
|
2024
Q3 | $2.41M | Sell |
57,515
-42,135
| -42% | -$1.77M | 0.24% | 40 |
|
|
2024
Q2 | $3.96M | Sell |
99,650
-15,637
| -14% | -$622K | 0.41% | 31 |
|
|
2024
Q1 | $4.37M | Sell |
115,287
-1,753
| -1% | -$66.5K | 0.47% | 28 |
|
|
2023
Q4 | $3.94M | Buy |
+117,040
| New | +$3.94M | 0.45% | 27 |
|