MTM Investment Management’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
2026 Q1	$2.41M	Buy	49,537 +1	+0%	+$52	0.77%	31
2025 Q4	$2.72M	Sell	49,536 -999	-2%	-$52.8K	0.87%	25
2025 Q3	$2.61M	Buy	50,535 +569	+1%	+$27.8K	0.83%	27
2025 Q2	$2.36M	Hold	49,966	–	–	0.79%	28
2025 Q1	$2.07M	Sell	49,966 -1,510	-3%	-$67.3K	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%	+$38	0.84%	31
2024 Q1	$1.95M	Buy	51,475 +144	+0.3%	+$4.94K	0.81%	32
2023 Q4	$1.73M	Buy	51,331 +1	+0%	+$29	0.79%	34
2023 Q3	$1.41M	Sell	51,330 -285	-0.6%	-$8.43K	0.71%	42
2023 Q2	$1.48M	Sell	51,615 -249	-0.5%	-$7.11K	0.72%	37
2023 Q1	$1.48M	Buy	51,864 +11	+0%	+$363	0.76%	33
2022 Q4	$1.72M	Buy	51,853 +1	+0%	+$34	0.89%	29
2022 Q3	$1.57M	Sell	51,852 -572	-1%	-$19.1K	0.89%	28
2022 Q2	$1.65M	Buy	52,424 +129	+0.2%	+$4.64K	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%	-$48.3K	1.21%	19
2021 Q2	$2.21M	Sell	53,493 -1,899	-3%	-$77.8K	1.15%	22
2021 Q1	$2.14M	Buy	55,392 +778	+1%	+$26.8K	1.21%	21
2020 Q4	$1.66M	Buy	+54,614	New	+$1.46M	1.02%	25