Mount Yale Investment Advisors’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
Q2 | $272K | Buy |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $301K | Buy |
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|
2024
Q1 | $237K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $861K | Buy |
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|
2022
Q3 | $748K | Buy |
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|
2022
Q2 | $741K | Buy |
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|
2022
Q1 | $850K | Sell |
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|
2021
Q4 | $963K | Sell |
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|
2021
Q3 | $988K | Buy |
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|
2021
Q2 | $904K | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $871K | Sell |
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|
2020
Q3 | $719K | Buy |
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|
2020
Q2 | $678K | Buy |
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|
2020
Q1 | $508K | Sell |
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|
2019
Q4 | $984K | Buy |
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|
2019
Q3 | $515K | Buy |
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|
2019
Q2 | $337K | Buy |
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $595K | Sell |
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|
2018
Q3 | $736K | Sell |
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|
2018
Q2 | $987K | Sell |
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|
2018
Q1 | $1.13M | Buy |
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