Westside Investment Management’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
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.34M | Buy |
|
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|
2023
Q1 | $1.33M | Buy |
|
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $570K | Buy |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $477K | Hold |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $497K | Sell |
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|
2021
Q2 | $434K | Sell |
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|
2021
Q1 | $407K | Sell |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $288K | Buy |
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|
2020
Q1 | $240K | Buy |
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|
2019
Q2 | $177K | Buy |
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|
2018
Q4 | $723K | Sell |
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|
2018
Q3 | $921K | Buy |
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|
2018
Q2 | $862K | Buy |
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|
2018
Q1 | $716K | Sell |
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|
2017
Q4 | $769K | Buy |
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|
2017
Q3 | $593K | Buy |
|
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|
2017
Q2 | $568K | Sell |
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|
2017
Q1 | $661K | Buy |
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|
2016
Q4 | $490K | Buy |
|