PIA
Perennial Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
26,275
+723
| +3% | +$34.2K | 0.12% | 155 |
|
|
2025
Q1 | $1.07M | Buy |
25,552
+1,665
| +7% | +$69.5K | 0.12% | 152 |
|
|
2024
Q4 | $1.05M | Buy |
23,887
+602
| +3% | +$26.5K | 0.12% | 141 |
|
|
2024
Q3 | $924K | Sell |
23,285
-793
| -3% | -$31.5K | 0.12% | 150 |
|
|
2024
Q2 | $958K | Buy |
24,078
+57
| +0.2% | +$2.27K | 0.14% | 123 |
|
|
2024
Q1 | $911K | Sell |
24,021
-280
| -1% | -$10.6K | 0.14% | 118 |
|
|
2023
Q4 | $818K | Buy |
24,301
+27
| +0.1% | +$909 | 0.14% | 128 |
|
|
2023
Q3 | $659K | Sell |
24,274
-220
| -0.9% | -$5.97K | 0.12% | 139 |
|
|
2023
Q2 | $703K | Sell |
24,494
-262
| -1% | -$7.52K | 0.12% | 137 |
|
|
2023
Q1 | $708K | Buy |
24,756
+4,072
| +20% | +$116K | 0.13% | 136 |
|
|
2022
Q4 | $685K | Buy |
20,684
+851
| +4% | +$28.2K | 0.28% | 73 |
|
|
2022
Q3 | $599K | Buy |
19,833
+3,114
| +19% | +$94.1K | 0.27% | 71 |
|
|
2022
Q2 | $518K | Buy |
16,719
+264
| +2% | +$8.18K | 0.2% | 94 |
|
|
2022
Q1 | $675K | Sell |
16,455
-18
| -0.1% | -$738 | 0.21% | 91 |
|
|
2021
Q4 | $731K | Buy |
16,473
+1,261
| +8% | +$56K | 0.23% | 89 |
|
|
2021
Q3 | $643K | Sell |
15,212
-62
| -0.4% | -$2.62K | 0.23% | 94 |
|
|
2021
Q2 | $630K | Sell |
15,274
-125
| -0.8% | -$5.16K | 0.23% | 96 |
|
|
2021
Q1 | $596K | Buy |
15,399
+2,039
| +15% | +$78.9K | 0.24% | 88 |
|
|
2020
Q4 | $405K | Sell |
13,360
-182
| -1% | -$5.52K | 0.17% | 103 |
|
|
2020
Q3 | $323K | Sell |
13,542
-465
| -3% | -$11.1K | 0.16% | 107 |
|
|
2020
Q2 | $333K | Buy |
14,007
+2,455
| +21% | +$58.4K | 0.23% | 90 |
|
|
2020
Q1 | $245K | Sell |
11,552
-245
| -2% | -$5.2K | 0.22% | 93 |
|
|
2019
Q4 | $416K | Buy |
+11,797
| New | +$416K | 0.33% | 73 |
|