Partners Capital Investment Group’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17,389	Closed	-$585K	–	157
2023 Q4	$585K	Buy	17,389 +6,842	+65%	+$230K	0.01%	168
2023 Q3	$289K	Buy	+10,547	New	+$289K	0.01%	200
2021 Q3	–	Sell	-590,947	Closed	-$24.4M	–	133
2021 Q2	$24.4M	Buy	+590,947	New	+$24.4M	1.08%	41