Stuart Chaussee & 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	$189K	Hold	4,000	–	–	0.04%	44
2025 Q1	$167K	Sell	4,000 -937	-19%	-$39.1K	0.04%	41
2024 Q4	$217K	Hold	4,937	–	–	0.05%	33
2024 Q3	$196K	Hold	4,937	–	–	0.05%	31
2024 Q2	$196K	Hold	4,937	–	–	0.05%	30
2024 Q1	$187K	Hold	4,937	–	–	0.05%	31
2023 Q4	$166K	Hold	4,937	–	–	0.05%	31
2023 Q3	$135K	Hold	4,937	–	–	0.04%	27
2023 Q2	$142K	Hold	4,937	–	–	0.04%	28
2023 Q1	$141K	Hold	4,937	–	–	0.05%	26
2022 Q4	$164K	Hold	4,937	–	–	0.06%	24
2022 Q3	$149K	Hold	4,937	–	–	0.35%	18
2022 Q2	$154K	Hold	4,937	–	–	0.33%	17
2022 Q1	$203K	Hold	4,937	–	–	0.1%	21
2021 Q4	$220K	Hold	4,937	–	–	0.09%	23
2021 Q3	$210K	Hold	4,937	–	–	0.33%	17
2021 Q2	$204K	Buy	4,937 +4,878	+8,268%	+$202K	0.09%	21
2021 Q1	$2K	Buy	+59	New	+$2K	﹤0.01%	210
2020 Q1	–	Sell	-100	Closed	-$4K	–	74
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	96
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	105
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	106
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	102
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	95
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	106
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	110
2018 Q1	$3K	Hold	100	–	–	0.01%	78
2017 Q4	$3K	Buy	+100	New	+$3K	﹤0.01%	87
2016 Q4	–	Sell	-76	Closed	-$1K	–	61
2016 Q3	$1K	Hold	76	–	–	﹤0.01%	73
2016 Q2	$1K	Hold	76	–	–	﹤0.01%	73
2016 Q1	$1K	Hold	76	–	–	﹤0.01%	79
2015 Q4	$1K	Buy	+76	New	+$1K	﹤0.01%	84