Moseley 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 | $290K | Buy |
6,121
+6
| +0.1% | +$284 | 0.1% | 125 |
|
|
2025
Q1 | $255K | Buy |
6,115
+6
| +0.1% | +$250 | 0.1% | 127 |
|
|
2024
Q4 | $269K | Buy |
6,109
+57
| +0.9% | +$2.51K | 0.1% | 124 |
|
|
2024
Q3 | $240K | Buy |
6,052
+84
| +1% | +$3.33K | 0.1% | 135 |
|
|
2024
Q2 | $237K | Buy |
5,968
+12
| +0.2% | +$477 | 0.11% | 127 |
|
|
2024
Q1 | $226K | Sell |
5,956
-1,163
| -16% | -$44.1K | 0.11% | 130 |
|
|
2023
Q4 | $240K | Sell |
7,119
-691
| -9% | -$23.3K | 0.13% | 128 |
|
|
2023
Q3 | $214K | Sell |
7,810
-1,277
| -14% | -$35K | 0.13% | 135 |
|
|
2023
Q2 | $261K | Sell |
9,087
-1,359
| -13% | -$39K | 0.15% | 121 |
|
|
2023
Q1 | $299K | Buy |
10,446
+7
| +0.1% | +$200 | 0.19% | 104 |
|
|
2022
Q4 | $346K | Buy |
10,439
+570
| +6% | +$18.9K | 0.25% | 93 |
|
|
2022
Q3 | $298K | Buy |
9,869
+500
| +5% | +$15.1K | 0.22% | 105 |
|
|
2022
Q2 | $292K | Buy |
9,369
+342
| +4% | +$10.7K | 0.2% | 113 |
|
|
2022
Q1 | $372K | Sell |
9,027
-1,865
| -17% | -$76.9K | 0.2% | 115 |
|
|
2021
Q4 | $485K | Buy |
10,892
+1,169
| +12% | +$52.1K | 0.22% | 107 |
|
|
2021
Q3 | $419K | Hold |
9,723
| – | – | 0.21% | 111 |
|
|
2021
Q2 | $401K | Buy |
9,723
+2,500
| +35% | +$103K | 0.2% | 112 |
|
|
2021
Q1 | $279K | Hold |
7,223
| – | – | 0.15% | 131 |
|
|
2020
Q4 | $219K | Buy |
+7,223
| New | +$219K | 0.13% | 143 |
|
|
2020
Q3 | – | Sell |
-10,183
| Closed | -$242K | – | 136 |
|
|
2020
Q2 | $242K | Buy |
10,183
+488
| +5% | +$11.6K | 0.2% | 113 |
|
|
2020
Q1 | $206K | Buy |
9,695
+240
| +3% | +$5.1K | 0.24% | 111 |
|
|
2019
Q4 | $333K | Sell |
9,455
-1,239
| -12% | -$43.6K | 0.33% | 88 |
|
|
2019
Q3 | $312K | Sell |
10,694
-1,558
| -13% | -$45.5K | 0.33% | 87 |
|
|
2019
Q2 | $355K | Sell |
12,252
-471
| -4% | -$13.6K | 0.33% | 87 |
|
|
2019
Q1 | $351K | Buy |
+12,723
| New | +$351K | 0.37% | 81 |
|