MV Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Sell |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $558K | Sell |
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|
2024
Q3 | $505K | Buy |
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|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $197K | Buy |
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|
2020
Q4 | $149K | Buy |
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|
2020
Q3 | $100K | Sell |
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|
2020
Q2 | $108K | Buy |
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|
2020
Q1 | $96K | Hold |
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|
2019
Q4 | $160K | Sell |
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|
2019
Q3 | $138K | Buy |
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|
2019
Q2 | $131K | Buy |
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|
2019
Q1 | $122K | Sell |
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|
2018
Q4 | $122K | Buy |
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|
2018
Q3 | $143K | Buy |
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|
2018
Q2 | $126K | Sell |
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|
2018
Q1 | $200K | Sell |
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|
2017
Q4 | $204K | Hold |
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|
2017
Q3 | $175K | Hold |
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|
2017
Q2 | $168K | Hold |
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|
2017
Q1 | $163K | Sell |
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|
2016
Q4 | $157K | Hold |
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|
2016
Q3 | $111K | Hold |
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|
2016
Q2 | $94K | Hold |
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|
2016
Q1 | $96K | Sell |
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|
2015
Q4 | $119K | Sell |
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|
2015
Q3 | $115K | Hold |
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|
2015
Q2 | $126K | Hold |
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|
2015
Q1 | $114K | Hold |
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|
2014
Q4 | $132K | Buy |
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