MTM Investment Management’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 | $2.36M | Hold |
49,966
| – | – | 0.79% | 28 |
|
|
2025
Q1 | $2.07M | Sell |
49,966
-1,510
| -3% | -$62.7K | 0.8% | 29 |
|
|
2024
Q4 | $2.26M | Hold |
51,476
| – | – | 0.87% | 28 |
|
|
2024
Q3 | $2.06M | Hold |
51,476
| – | – | 0.8% | 32 |
|
|
2024
Q2 | $2.05M | Buy |
51,476
+1
| +0% | +$40 | 0.84% | 31 |
|
|
2024
Q1 | $1.95M | Buy |
51,475
+144
| +0.3% | +$5.46K | 0.81% | 32 |
|
|
2023
Q4 | $1.73M | Buy |
51,331
+1
| +0% | +$34 | 0.79% | 34 |
|
|
2023
Q3 | $1.41M | Sell |
51,330
-285
| -0.6% | -$7.8K | 0.71% | 42 |
|
|
2023
Q2 | $1.48M | Sell |
51,615
-249
| -0.5% | -$7.14K | 0.72% | 37 |
|
|
2023
Q1 | $1.48M | Buy |
51,864
+11
| +0% | +$315 | 0.76% | 33 |
|
|
2022
Q4 | $1.72M | Buy |
51,853
+1
| +0% | +$33 | 0.89% | 29 |
|
|
2022
Q3 | $1.57M | Sell |
51,852
-572
| -1% | -$17.3K | 0.89% | 28 |
|
|
2022
Q2 | $1.65M | Buy |
52,424
+129
| +0.2% | +$4.07K | 0.89% | 29 |
|
|
2022
Q1 | $2.16M | Hold |
52,295
| – | – | 1.04% | 26 |
|
|
2021
Q4 | $2.33M | Hold |
52,295
| – | – | 1.11% | 21 |
|
|
2021
Q3 | $2.22M | Sell |
52,295
-1,198
| -2% | -$50.9K | 1.21% | 19 |
|
|
2021
Q2 | $2.21M | Sell |
53,493
-1,899
| -3% | -$78.3K | 1.15% | 22 |
|
|
2021
Q1 | $2.14M | Buy |
55,392
+778
| +1% | +$30.1K | 1.21% | 21 |
|
|
2020
Q4 | $1.66M | Buy |
+54,614
| New | +$1.66M | 1.02% | 25 |
|