Mountain Capital 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 | $286K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Hold |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Sell |
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|
2019
Q3 | $233K | Sell |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | $247K | Buy |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $258K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $50K | Buy |
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|
2017
Q2 | $43K | Buy |
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