AA
Apriem Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
33,713
+4,889
| +17% | +$231K | 0.17% | 70 |
|
|
2025
Q1 | $1.2M | Buy |
28,824
+117
| +0.4% | +$4.88K | 0.14% | 74 |
|
|
2024
Q4 | $1.26M | Sell |
28,707
-6,230
| -18% | -$274K | 0.14% | 72 |
|
|
2024
Q3 | $1.39M | Buy |
34,937
+836
| +2% | +$33.2K | 0.16% | 68 |
|
|
2024
Q2 | $1.36M | Sell |
34,101
-19
| -0.1% | -$756 | 0.17% | 66 |
|
|
2024
Q1 | $1.29M | Buy |
34,120
+2,687
| +9% | +$102K | 0.16% | 65 |
|
|
2023
Q4 | $1.06M | Sell |
31,433
-207
| -0.7% | -$6.97K | 0.14% | 71 |
|
|
2023
Q3 | $866K | Sell |
31,640
-169
| -0.5% | -$4.63K | 0.13% | 74 |
|
|
2023
Q2 | $913K | Sell |
31,809
-895
| -3% | -$25.7K | 0.14% | 73 |
|
|
2023
Q1 | $935K | Buy |
32,704
+2,916
| +10% | +$83.4K | 0.15% | 75 |
|
|
2022
Q4 | $987K | Buy |
29,788
+1,047
| +4% | +$34.7K | 0.17% | 63 |
|
|
2022
Q3 | $868K | Buy |
28,741
+300
| +1% | +$9.06K | 0.16% | 66 |
|
|
2022
Q2 | $885K | Sell |
28,441
-896
| -3% | -$27.9K | 0.15% | 64 |
|
|
2022
Q1 | $1.21M | Sell |
29,337
-1,381
| -4% | -$56.9K | 0.18% | 59 |
|
|
2021
Q4 | $1.37M | Sell |
30,718
-4,323
| -12% | -$192K | 0.19% | 54 |
|
|
2021
Q3 | $1.49M | Sell |
35,041
-148
| -0.4% | -$6.28K | 0.21% | 49 |
|
|
2021
Q2 | $1.45M | Sell |
35,189
-980
| -3% | -$40.4K | 0.22% | 52 |
|
|
2021
Q1 | $1.4M | Sell |
36,169
-78,161
| -68% | -$3.02M | 0.22% | 49 |
|
|
2020
Q4 | $3.47M | Buy |
114,330
+263
| +0.2% | +$7.97K | 0.62% | 31 |
|
|
2020
Q3 | $2.75M | Sell |
114,067
-7,636
| -6% | -$184K | 0.5% | 32 |
|
|
2020
Q2 | $2.89M | Sell |
121,703
-3,596
| -3% | -$85.4K | 0.59% | 32 |
|
|
2020
Q1 | $2.66M | Sell |
125,299
-103,047
| -45% | -$2.19M | 0.64% | 32 |
|
|
2019
Q4 | $8.04M | Sell |
228,346
-14,808
| -6% | -$522K | 1.54% | 19 |
|
|
2019
Q3 | $7.09M | Sell |
243,154
-14,075
| -5% | -$411K | 1.57% | 24 |
|
|
2019
Q2 | $7.46M | Buy |
257,229
+10,260
| +4% | +$298K | 2.34% | 17 |
|
|
2019
Q1 | $6.81M | Buy |
246,969
+2,045
| +0.8% | +$56.4K | 1.8% | 18 |
|
|
2018
Q4 | $6.04M | Buy |
244,924
+33,713
| +16% | +$831K | 2.12% | 14 |
|
|
2018
Q3 | $6.22M | Sell |
211,211
-809
| -0.4% | -$23.8K | 1.36% | 22 |
|
|
2018
Q2 | $5.98M | Buy |
212,020
+31,012
| +17% | +$874K | 1.34% | 21 |
|
|
2018
Q1 | $5.43M | Sell |
181,008
-6,699
| -4% | -$201K | 1.32% | 24 |
|
|
2017
Q4 | $5.54M | Buy |
187,707
+11,343
| +6% | +$335K | 1.37% | 21 |
|
|
2017
Q3 | $4.47M | Sell |
176,364
-11,792
| -6% | -$299K | 1.11% | 25 |
|
|
2017
Q2 | $4.57M | Sell |
188,156
-6,970
| -4% | -$169K | 1.21% | 25 |
|
|
2017
Q1 | $4.6M | Sell |
195,126
-3,115
| -2% | -$73.5K | 1.25% | 24 |
|
|
2016
Q4 | $4.38M | Sell |
198,241
-10,085
| -5% | -$223K | 1.3% | 23 |
|
|
2016
Q3 | $3.26M | Sell |
208,326
-13,377
| -6% | -$209K | 0.97% | 33 |
|
|
2016
Q2 | $2.94M | Buy |
221,703
+1,962
| +0.9% | +$26K | 0.96% | 30 |
|
|
2016
Q1 | $2.97M | Buy |
219,741
+6,262
| +3% | +$84.7K | 1.17% | 26 |
|
|
2015
Q4 | $3.59M | Buy |
213,479
+7,310
| +4% | +$123K | 1.28% | 30 |
|
|
2015
Q3 | $3.21M | Buy |
206,169
+15,211
| +8% | +$237K | 1.19% | 29 |
|
|
2015
Q2 | $3.25M | Buy |
190,958
+3,348
| +2% | +$57K | 1.12% | 30 |
|
|
2015
Q1 | $2.89M | Sell |
187,610
-970
| -0.5% | -$14.9K | 1% | 35 |
|
|
2014
Q4 | $3.37M | Buy |
188,580
+8,055
| +4% | +$144K | 1.24% | 31 |
|
|
2014
Q3 | $3.08M | Buy |
180,525
+7,309
| +4% | +$125K | 1.18% | 30 |
|
|
2014
Q2 | $2.66M | Buy |
173,216
+3,198
| +2% | +$49.1K | 1.02% | 37 |
|
|
2014
Q1 | $2.92M | Sell |
170,018
-2,750
| -2% | -$47.3K | 1.11% | 30 |
|
|
2013
Q4 | $2.69M | Buy |
172,768
+4,402
| +3% | +$68.5K | 1.05% | 35 |
|
|
2013
Q3 | $2.32M | Buy |
168,366
+7,202
| +4% | +$99.4K | 1.01% | 38 |
|
|
2013
Q2 | $2.07M | Buy |
+161,164
| New | +$2.07M | 1.02% | 37 |
|