PSP
Pacific Sage Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
11,490
+154
| +1% | +$7.29K | 0.11% | 59 |
|
|
2025
Q1 | $473K | Hold |
11,336
| – | – | 0.11% | 60 |
|
|
2024
Q4 | $498K | Hold |
11,336
| – | – | 0.11% | 57 |
|
|
2024
Q3 | $450K | Sell |
11,336
-19
| -0.2% | -$754 | 0.11% | 61 |
|
|
2024
Q2 | $452K | Buy |
11,355
+203
| +2% | +$8.07K | 0.11% | 55 |
|
|
2024
Q1 | $423K | Sell |
11,152
-173
| -2% | -$6.56K | 0.11% | 60 |
|
|
2023
Q4 | $381K | Hold |
11,325
| – | – | 0.1% | 61 |
|
|
2023
Q3 | $310K | Hold |
11,325
| – | – | 0.09% | 66 |
|
|
2023
Q2 | $325K | Hold |
11,325
| – | – | 0.1% | 66 |
|
|
2023
Q1 | $324K | Hold |
11,325
| – | – | 0.1% | 62 |
|
|
2022
Q4 | $375K | Buy |
+11,325
| New | +$375K | 0.12% | 55 |
|