Morningstar Investment Services’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
Q1 | $1.34M | Sell |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $24.2M | Buy |
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|
2024
Q2 | $24M | Buy |
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|
2024
Q1 | $22.8M | Sell |
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|
2023
Q4 | $40.7M | Buy |
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|
2023
Q3 | $16.4M | Buy |
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|
2023
Q2 | $16.9M | Sell |
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|
2023
Q1 | $16.9M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $234K | Buy |
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