Verum Partners’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 | $577K | Sell |
12,195
-93
| -0.8% | -$4.4K | 0.13% | 85 |
|
|
2025
Q1 | $513K | Sell |
12,288
-482
| -4% | -$20.1K | 0.14% | 84 |
|
|
2024
Q4 | $561K | Buy |
12,770
+92
| +0.7% | +$4.04K | 0.16% | 77 |
|
|
2024
Q3 | $503K | Sell |
12,678
-308
| -2% | -$12.2K | 0.15% | 87 |
|
|
2024
Q2 | $516K | Buy |
12,986
+798
| +7% | +$31.7K | 0.17% | 78 |
|
|
2024
Q1 | $462K | Sell |
12,188
-723
| -6% | -$27.4K | 0.16% | 87 |
|
|
2023
Q4 | $435K | Sell |
12,911
-4,790
| -27% | -$161K | 0.17% | 85 |
|
|
2023
Q3 | $485K | Buy |
17,701
+30
| +0.2% | +$821 | 0.22% | 75 |
|
|
2023
Q2 | $507K | Buy |
17,671
+8,943
| +102% | +$257K | 0.46% | 46 |
|
|
2023
Q1 | $250K | Buy |
8,728
+454
| +5% | +$13K | 0.27% | 56 |
|
|
2022
Q4 | $274K | Buy |
+8,274
| New | +$274K | 0.34% | 55 |
|