Truepoint Inc’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,161
| Closed | -$544K | – | 130 |
|
|
2023
Q4 | $544K | Buy |
+16,161
| New | +$544K | 0.02% | 121 |
|
|
2019
Q1 | – | Sell |
-8,266
| Closed | -$204K | – | 112 |
|
|
2018
Q4 | $204K | Buy |
+8,266
| New | +$204K | 0.02% | 98 |
|
|
2017
Q2 | – | Sell |
-11,680
| Closed | -$276K | – | 102 |
|
|
2017
Q1 | $276K | Buy |
11,680
+3,007
| +35% | +$71.1K | 0.03% | 78 |
|
|
2016
Q4 | $200K | Buy |
+8,673
| New | +$200K | 0.02% | 91 |
|