Voisard Asset Management Group’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
$304K Buy
6,422
+213
+3% +$10.1K 0.08% 71
2025
Q1
$259K Sell
6,209
-50
-0.8% -$2.09K 0.08% 71
2024
Q4
$275K Buy
6,259
+17
+0.3% +$747 0.09% 67
2024
Q3
$248K Sell
6,242
-179
-3% -$7.1K 0.1% 73
2024
Q2
$255K Buy
6,421
+2,018
+46% +$80.3K 0.12% 49
2024
Q1
$167K Sell
4,403
-1,164
-21% -$44.1K 0.09% 59
2023
Q4
$187K Buy
+5,567
New +$187K 0.11% 50