MAM
Morse Asset Management’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.5K | Buy |
559
+205
| +58% | +$9.7K | 0.01% | 225 |
|
2025
Q1 | $14.8K | Buy |
354
+154
| +77% | +$6.43K | ﹤0.01% | 231 |
|
2024
Q4 | $8.79K | Sell |
200
-7,500
| -97% | -$330K | ﹤0.01% | 251 |
|
2024
Q3 | $306K | Buy |
+7,700
| New | +$306K | 0.07% | 155 |
|
2023
Q1 | – | Sell |
-6,150
| Closed | -$204K | – | 137 |
|
2022
Q4 | $204K | Sell |
6,150
-750
| -11% | -$24.9K | 0.07% | 128 |
|
2022
Q3 | $208K | Buy |
+6,900
| New | +$208K | 0.08% | 128 |
|