AIMZ Investment Advisors’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 | $835K | Hold |
17,642
| – | – | 0.28% | 73 |
|
|
2025
Q1 | $736K | Hold |
17,642
| – | – | 0.26% | 73 |
|
|
2024
Q4 | $775K | Hold |
17,642
| – | – | 0.27% | 72 |
|
|
2024
Q3 | $700K | Buy |
17,642
+2,142
| +14% | +$85K | 0.24% | 75 |
|
|
2024
Q2 | $616K | Sell |
15,500
-3,589
| -19% | -$143K | 0.22% | 79 |
|
|
2024
Q1 | $724K | Sell |
19,089
-1,075
| -5% | -$40.8K | 0.27% | 71 |
|
|
2023
Q4 | $679K | Hold |
20,164
| – | – | 0.28% | 70 |
|
|
2023
Q3 | $552K | Sell |
20,164
-300
| -1% | -$8.21K | 0.25% | 73 |
|
|
2023
Q2 | $587K | Sell |
20,464
-150
| -0.7% | -$4.3K | 0.25% | 75 |
|
|
2023
Q1 | $590K | Sell |
20,614
-100
| -0.5% | -$2.86K | 0.26% | 72 |
|
|
2022
Q4 | $686K | Sell |
20,714
-150
| -0.7% | -$4.97K | 0.32% | 67 |
|
|
2022
Q3 | $630K | Sell |
20,864
-100
| -0.5% | -$3.02K | 0.32% | 70 |
|
|
2022
Q2 | $653K | Hold |
20,964
| – | – | 0.31% | 72 |
|
|
2022
Q1 | $864K | Hold |
20,964
| – | – | 0.36% | 70 |
|
|
2021
Q4 | $933K | Sell |
20,964
-200
| -0.9% | -$8.9K | 0.36% | 71 |
|
|
2021
Q3 | $898K | Sell |
21,164
-100
| -0.5% | -$4.24K | 0.41% | 67 |
|
|
2021
Q2 | $877K | Hold |
21,264
| – | – | 0.39% | 66 |
|
|
2021
Q1 | $823K | Sell |
21,264
-50
| -0.2% | -$1.94K | 0.4% | 65 |
|
|
2020
Q4 | $646K | Hold |
21,314
| – | – | 0.34% | 68 |
|
|
2020
Q3 | $513K | Hold |
21,314
| – | – | 0.31% | 70 |
|
|
2020
Q2 | $506K | Hold |
21,314
| – | – | 0.33% | 68 |
|
|
2020
Q1 | $452K | Hold |
21,314
| – | – | 0.35% | 68 |
|
|
2019
Q4 | $751K | Sell |
21,314
-800
| -4% | -$28.2K | 0.49% | 59 |
|
|
2019
Q3 | $645K | Sell |
22,114
-119
| -0.5% | -$3.47K | 0.44% | 65 |
|
|
2019
Q2 | $645K | Hold |
22,233
| – | – | 0.44% | 65 |
|
|
2019
Q1 | $613K | Sell |
22,233
-1,000
| -4% | -$27.6K | 0.42% | 68 |
|
|
2018
Q4 | $572K | Sell |
23,233
-300
| -1% | -$7.39K | 0.44% | 65 |
|
|
2018
Q3 | $693K | Sell |
23,533
-1,000
| -4% | -$29.4K | 0.45% | 65 |
|
|
2018
Q2 | $692K | Sell |
24,533
-300
| -1% | -$8.46K | 0.49% | 62 |
|
|
2018
Q1 | $745K | Buy |
24,833
+1,525
| +7% | +$45.8K | 0.54% | 60 |
|
|
2017
Q4 | $688K | Sell |
23,308
-300
| -1% | -$8.86K | 0.52% | 60 |
|
|
2017
Q3 | $598K | Hold |
23,608
| – | – | 0.49% | 64 |
|
|
2017
Q2 | $573K | Hold |
23,608
| – | – | 0.48% | 63 |
|
|
2017
Q1 | $557K | Sell |
23,608
-200
| -0.8% | -$4.72K | 0.47% | 64 |
|
|
2016
Q4 | $526K | Sell |
23,808
-250
| -1% | -$5.52K | 0.47% | 64 |
|
|
2016
Q3 | $377K | Hold |
24,058
| – | – | 0.34% | 75 |
|
|
2016
Q2 | $319K | Sell |
24,058
-22,119
| -48% | -$293K | 0.29% | 82 |
|
|
2016
Q1 | $665K | Buy |
46,177
+23,331
| +102% | +$336K | 0.29% | 79 |
|
|
2015
Q4 | $384K | Hold |
22,846
| – | – | 0.35% | 75 |
|
|
2015
Q3 | $356K | Buy |
22,846
+750
| +3% | +$11.7K | 0.33% | 76 |
|
|
2015
Q2 | $376K | Buy |
22,096
+238
| +1% | +$4.05K | 0.33% | 76 |
|
|
2015
Q1 | $336K | Buy |
21,858
+1,850
| +9% | +$28.4K | 0.29% | 76 |
|
|
2014
Q4 | $358K | Buy |
+20,008
| New | +$358K | 0.32% | 73 |
|