Truepoint Inc’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
$211K Buy
2024
Q1
Sell
2023
Q4
$544K Buy
2019
Q1
Sell
2018
Q4
$204K Buy
2017
Q2
Sell
2017
Q1
$276K Buy
2016
Q4
$200K Buy