SIM
Studio Investment Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
56,532
-231
| -0.4% | -$10.9K | 0.54% | 42 |
|
|
2025
Q1 | $2.37M | Sell |
56,763
-1,489
| -3% | -$62.1K | 0.49% | 44 |
|
|
2024
Q4 | $2.56M | Sell |
58,252
-1,548
| -3% | -$68K | 0.54% | 49 |
|
|
2024
Q3 | $2.37M | Sell |
59,800
-3,659
| -6% | -$145K | 0.5% | 51 |
|
|
2024
Q2 | $2.52M | Buy |
63,459
+64
| +0.1% | +$2.55K | 0.57% | 48 |
|
|
2024
Q1 | $2.4M | Sell |
63,395
-6,250
| -9% | -$237K | 0.57% | 50 |
|
|
2023
Q4 | $2.34M | Sell |
69,645
-7,465
| -10% | -$251K | 0.6% | 52 |
|
|
2023
Q3 | $2.11M | Buy |
77,110
+2,970
| +4% | +$81.3K | 0.59% | 45 |
|
|
2023
Q2 | $2.13M | Buy |
74,140
+5,375
| +8% | +$154K | 0.6% | 48 |
|
|
2023
Q1 | $1.97M | Sell |
68,765
-2,495
| -4% | -$71.4K | 0.59% | 47 |
|
|
2022
Q4 | $2.36M | Sell |
71,260
-1,140
| -2% | -$37.8K | 0.77% | 40 |
|
|
2022
Q3 | $2.19M | Buy |
72,400
+9,505
| +15% | +$287K | 0.79% | 40 |
|
|
2022
Q2 | $1.96M | Sell |
62,895
-7,017
| -10% | -$218K | 0.68% | 47 |
|
|
2022
Q1 | $2.88M | Buy |
69,912
+438
| +0.6% | +$18.1K | 0.95% | 28 |
|
|
2021
Q4 | $3.09M | Buy |
69,474
+7,607
| +12% | +$338K | 1.11% | 26 |
|
|
2021
Q3 | $2.63M | Buy |
+61,867
| New | +$2.63M | 1.12% | 30 |
|