PDL
Portfolio Design Labs’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
29,656
-25,347
| -46% | -$1.2M | 0.28% | 70 |
|
|
2025
Q1 | $2.3M | Sell |
55,003
-87,351
| -61% | -$3.65M | 0.47% | 70 |
|
|
2024
Q4 | $6.26M | Buy |
142,354
+23,367
| +20% | +$1.03M | 1.28% | 14 |
|
|
2024
Q3 | $4.72M | Buy |
118,987
+12,307
| +12% | +$488K | 1.32% | 15 |
|
|
2024
Q2 | $4.24M | Buy |
106,680
+4,403
| +4% | +$175K | 1.31% | 17 |
|
|
2024
Q1 | $3.88M | Sell |
102,277
-63,798
| -38% | -$2.42M | 1.3% | 17 |
|
|
2023
Q4 | $5.59M | Buy |
+166,075
| New | +$5.59M | 2.12% | 12 |
|