Schear Investment Advisers’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
$1.19M Hold
2025
Q2
$1.09M Sell
2025
Q1
$973K Sell
2024
Q4
$1.04M Buy
2024
Q3
$924K Sell
2024
Q2
$929K Sell
2024
Q1
$965K Sell
2023
Q4
$1.34M Sell
2023
Q3
$1.14M Sell
2023
Q2
$1.26M Buy
2023
Q1
$1.09M Buy
2022
Q4
$1.26M Buy