Perennial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Sell |
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|
2025
Q2 | $409K | Hold |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $298K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $90K | Hold |
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|
2021
Q1 | $84K | Buy |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $33K | Buy |
|