MCIA
Mountain Capital Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
5,947
+7
| +0.1% | +$337 | 0.06% | 51 |
|
|
2025
Q1 | $235K | Buy |
5,940
+418
| +8% | +$16.5K | 0.05% | 50 |
|
|
2024
Q4 | $257K | Sell |
5,522
-14
| -0.3% | -$651 | 0.05% | 46 |
|
|
2024
Q3 | $254K | Sell |
5,536
-678
| -11% | -$31.1K | 0.06% | 44 |
|
|
2024
Q2 | $260K | Buy |
6,214
+226
| +4% | +$9.47K | 0.06% | 39 |
|
|
2024
Q1 | $226K | Sell |
5,988
-18
| -0.3% | -$679 | 0.06% | 39 |
|
|
2023
Q4 | $205K | Buy |
+6,006
| New | +$205K | 0.07% | 58 |
|
|
2023
Q1 | – | Sell |
-6,005
| Closed | -$205K | – | 67 |
|
|
2022
Q4 | $205K | Hold |
6,005
| – | – | 0.09% | 71 |
|
|
2022
Q3 | $204K | Buy |
+6,005
| New | +$204K | 0.11% | 83 |
|
|
2022
Q2 | – | Sell |
-5,120
| Closed | -$203K | – | 80 |
|
|
2022
Q1 | $203K | Buy |
5,120
+1
| +0% | +$40 | 0.1% | 86 |
|
|
2021
Q4 | $252K | Buy |
5,119
+1
| +0% | +$49 | 0.11% | 110 |
|
|
2021
Q3 | $227K | Buy |
+5,118
| New | +$227K | 0.12% | 120 |
|
|
2020
Q1 | – | Sell |
-6,414
| Closed | -$224K | – | 45 |
|
|
2019
Q4 | $224K | Sell |
6,414
-1,573
| -20% | -$54.9K | 0.1% | 40 |
|
|
2019
Q3 | $233K | Sell |
7,987
-990
| -11% | -$28.9K | 0.21% | 41 |
|
|
2019
Q2 | $249K | Buy |
8,977
+15
| +0.2% | +$416 | 0.23% | 41 |
|
|
2019
Q1 | $247K | Buy |
8,962
+685
| +8% | +$18.9K | 0.27% | 39 |
|
|
2018
Q4 | $204K | Sell |
8,277
-487
| -6% | -$12K | 0.28% | 30 |
|
|
2018
Q3 | $258K | Buy |
+8,764
| New | +$258K | 0.25% | 32 |
|
|
2017
Q4 | – | Sell |
-1,956
| Closed | -$50K | – | 69 |
|
|
2017
Q3 | $50K | Buy |
1,956
+171
| +10% | +$4.37K | 0.04% | 121 |
|
|
2017
Q2 | $43K | Buy |
+1,785
| New | +$43K | 0.04% | 141 |
|