Wittenberg 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 | $2.3M | Hold |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.36M | Sell |
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|
2024
Q3 | $2.92M | Sell |
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|
2024
Q2 | $4.16M | Sell |
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|
2024
Q1 | $6.38M | Sell |
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|
2023
Q4 | $9.07M | Sell |
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|
2023
Q3 | $7.67M | Sell |
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|
2023
Q2 | $8.05M | Sell |
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|
2023
Q1 | $8.32M | Buy |
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|
2022
Q4 | $6.53M | Buy |
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|
2022
Q3 | $5.79M | Buy |
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|
2022
Q2 | $5.63M | Buy |
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|
2022
Q1 | $1.48M | Hold |
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|
2021
Q4 | $1.6M | Hold |
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|
2021
Q3 | $1.52M | Hold |
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|
2021
Q2 | $1.48M | Hold |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $1.45M | Hold |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $1.77M | Hold |
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|
2019
Q4 | $2.94M | Buy |
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|
2019
Q3 | $2.43M | Hold |
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|
2019
Q2 | $2.42M | Hold |
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|
2019
Q1 | $2.3M | Hold |
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|
2018
Q4 | $2.06M | Sell |
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|
2018
Q3 | $2.75M | Hold |
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|
2018
Q2 | $2.63M | Hold |
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|
2018
Q1 | $2.8M | Sell |
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|
2017
Q4 | $2.77M | Sell |
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|
2017
Q3 | $2.53M | Sell |
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|
2017
Q2 | $2.66M | Hold |
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|
2017
Q1 | $2.59M | Sell |
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|
2016
Q4 | $4.12M | Buy |
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