Patrick M. Sweeney & Associates’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 | $6.18M | Buy |
126,360
+714
| +0.6% | +$34.9K | 4.25% | 4 |
|
|
2025
Q1 | $5.24M | Buy |
125,646
+10,346
| +9% | +$432K | 3.92% | 5 |
|
|
2024
Q4 | $5.07M | Sell |
115,300
-11,501
| -9% | -$505K | 3.8% | 4 |
|
|
2024
Q3 | $5.03M | Sell |
126,801
-2,027
| -2% | -$80.4K | 3.7% | 6 |
|
|
2024
Q2 | $5.12M | Buy |
128,828
+140
| +0.1% | +$5.57K | 4.14% | 4 |
|
|
2024
Q1 | $4.88M | Buy |
128,688
+233
| +0.2% | +$8.84K | 4.01% | 5 |
|
|
2023
Q4 | $4.33M | Buy |
+128,455
| New | +$4.33M | 3.96% | 5 |
|