MSH Capital Advisors’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 | $688K | Buy |
14,549
+521
| +4% | +$24.7K | 0.2% | 122 |
|
|
2025
Q1 | $585K | Sell |
14,028
-340
| -2% | -$14.2K | 0.18% | 130 |
|
|
2024
Q4 | $631K | Sell |
14,368
-333
| -2% | -$14.6K | 0.2% | 122 |
|
|
2024
Q3 | $583K | Hold |
14,701
| – | – | 0.18% | 133 |
|
|
2024
Q2 | $585K | Buy |
14,701
+270
| +2% | +$10.7K | 0.2% | 120 |
|
|
2024
Q1 | $547K | Sell |
14,431
-2,400
| -14% | -$91K | 0.19% | 124 |
|
|
2023
Q4 | $567K | Sell |
16,831
-970
| -5% | -$32.7K | 0.21% | 114 |
|
|
2023
Q3 | $487K | Sell |
17,801
-170
| -0.9% | -$4.66K | 0.19% | 126 |
|
|
2023
Q2 | $516K | Buy |
17,971
+5
| +0% | +$143 | 0.19% | 126 |
|
|
2023
Q1 | $514K | Sell |
17,966
-856
| -5% | -$24.5K | 0.22% | 113 |
|
|
2022
Q4 | $623K | Buy |
18,822
+1,467
| +8% | +$48.6K | 0.28% | 101 |
|
|
2022
Q3 | $524K | Buy |
17,355
+417
| +2% | +$12.6K | 0.26% | 99 |
|
|
2022
Q2 | $527K | Sell |
16,938
-1,516
| -8% | -$47.2K | 0.25% | 104 |
|
|
2022
Q1 | $761K | Buy |
18,454
+1,104
| +6% | +$45.5K | 0.31% | 92 |
|
|
2021
Q4 | $772K | Buy |
+17,350
| New | +$772K | 0.35% | 82 |
|