OAM
Occidental Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
11,006
+205
| +2% | +$9.7K | 0.07% | 146 |
|
|
2025
Q1 | $451K | Buy |
10,801
+816
| +8% | +$34.1K | 0.07% | 142 |
|
|
2024
Q4 | $439K | Buy |
9,985
+198
| +2% | +$8.7K | 0.07% | 142 |
|
|
2024
Q3 | $388K | Buy |
9,787
+1,183
| +14% | +$46.9K | 0.06% | 158 |
|
|
2024
Q2 | $342K | Buy |
+8,604
| New | +$342K | 0.06% | 155 |
|
|
2024
Q1 | – | Sell |
-7,278
| Closed | -$245K | – | 211 |
|
|
2023
Q4 | $245K | Sell |
7,278
-133
| -2% | -$4.48K | 0.05% | 181 |
|
|
2023
Q3 | $203K | Sell |
7,411
-234
| -3% | -$6.41K | 0.05% | 190 |
|
|
2023
Q2 | $219K | Buy |
+7,645
| New | +$219K | 0.05% | 198 |
|
|
2023
Q1 | – | Sell |
-6,641
| Closed | -$220K | – | 206 |
|
|
2022
Q4 | $220K | Buy |
+6,641
| New | +$220K | 0.06% | 182 |
|