UCMOK
United Capital Management of KS’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Buy |
149,645
+2,108
| +1% | +$99.8K | 1.11% | 32 |
|
|
2025
Q1 | $6.16M | Buy |
147,537
+111,111
| +305% | +$4.64M | 1.27% | 31 |
|
|
2024
Q4 | $1.6M | Buy |
+36,426
| New | +$1.6M | 0.29% | 55 |
|
|
2024
Q3 | – | Sell |
-7,967
| Closed | -$317K | – | 85 |
|
|
2024
Q2 | $317K | Sell |
7,967
-2,586
| -25% | -$103K | 0.07% | 70 |
|
|
2024
Q1 | $400K | Sell |
10,553
-2,360
| -18% | -$89.5K | 0.09% | 71 |
|
|
2023
Q4 | $435K | Sell |
12,913
-3,393
| -21% | -$114K | 0.13% | 63 |
|
|
2023
Q3 | $446K | Buy |
16,306
+1,940
| +14% | +$53.1K | 0.15% | 62 |
|
|
2023
Q2 | $412K | Buy |
14,366
+5,453
| +61% | +$156K | 0.13% | 69 |
|
|
2023
Q1 | $255K | Buy |
+8,913
| New | +$255K | 0.1% | 75 |
|
|
2020
Q2 | – | Sell |
-84,178
| Closed | -$1.79M | – | 84 |
|
|
2020
Q1 | $1.79M | Buy |
84,178
+14,564
| +21% | +$309K | 1.5% | 27 |
|
|
2019
Q4 | $2.45M | Buy |
69,614
+6,190
| +10% | +$218K | 1.55% | 17 |
|
|
2019
Q3 | $1.8M | Buy |
63,424
+2,891
| +5% | +$81.9K | 1.31% | 26 |
|
|
2019
Q2 | $1.78M | Buy |
60,533
+2,173
| +4% | +$63.9K | 1.35% | 24 |
|
|
2019
Q1 | $1.75M | Buy |
58,360
+3,742
| +7% | +$112K | 1.37% | 23 |
|
|
2018
Q4 | $1.35M | Buy |
54,618
+7,087
| +15% | +$175K | 1.25% | 27 |
|
|
2018
Q3 | $1.47M | Buy |
+47,531
| New | +$1.47M | 1.18% | 26 |
|