Oak Harvest Investment Services’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 | $325K | Sell |
6,866
-98
| -1% | -$4.64K | 0.04% | 131 |
|
|
2025
Q1 | $291K | Buy |
6,964
+128
| +2% | +$5.34K | 0.04% | 121 |
|
|
2024
Q4 | $300K | Buy |
6,836
+44
| +0.6% | +$1.93K | 0.04% | 134 |
|
|
2024
Q3 | $270K | Sell |
6,792
-1,325
| -16% | -$52.6K | 0.04% | 123 |
|
|
2024
Q2 | $323K | Buy |
8,117
+63
| +0.8% | +$2.51K | 0.05% | 104 |
|
|
2024
Q1 | $305K | Buy |
8,054
+30
| +0.4% | +$1.14K | 0.05% | 111 |
|
|
2023
Q4 | $270K | Buy |
8,024
+408
| +5% | +$13.7K | 0.05% | 105 |
|
|
2023
Q3 | $209K | Sell |
7,616
-17
| -0.2% | -$465 | 0.04% | 104 |
|
|
2023
Q2 | $219K | Buy |
7,633
+56
| +0.7% | +$1.61K | 0.05% | 107 |
|
|
2023
Q1 | $217K | Sell |
7,577
-269
| -3% | -$7.69K | 0.05% | 102 |
|
|
2022
Q4 | $260K | Sell |
7,846
-244
| -3% | -$8.08K | 0.07% | 85 |
|
|
2022
Q3 | $244K | Buy |
+8,090
| New | +$244K | 0.07% | 85 |
|
|
2021
Q1 | – | Sell |
-11,838
| Closed | -$359K | – | 72 |
|
|
2020
Q4 | $359K | Buy |
+11,838
| New | +$359K | 0.15% | 61 |
|