MSH Capital 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
Q3 | $866K | Buy |
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|
2025
Q2 | $688K | Buy |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $583K | Hold |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $516K | Buy |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $623K | Buy |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $761K | Buy |
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|
2021
Q4 | $772K | Buy |
|