Atwood & Palmer’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
Q3 | $698K | Sell |
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|
2025
Q2 | $687K | Hold |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $486K | Sell |
|
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|
2024
Q3 | $478K | Hold |
|
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|
2024
Q2 | $479K | Sell |
|
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|
2024
Q1 | $461K | Sell |
|
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|
2023
Q4 | $413K | Sell |
|
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|
2023
Q3 | $357K | Hold |
|
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|
2023
Q2 | $374K | Hold |
|
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|
2023
Q1 | $372K | Hold |
|
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|
2022
Q4 | $431K | Hold |
|
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|
2022
Q3 | $393K | Hold |
|
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|
2022
Q2 | $405K | Sell |
|
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|
2022
Q1 | $553K | Hold |
|
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|
2021
Q4 | $597K | Buy |
|
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|
2021
Q3 | $561K | Hold |
|
|||||
|
2021
Q2 | $545K | Hold |
|
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|
2021
Q1 | $511K | Buy |
|
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|
2020
Q4 | $397K | Hold |
|
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|
2020
Q3 | $315K | Hold |
|
|||||
|
2020
Q2 | $311K | Hold |
|
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|
2020
Q1 | $278K | Hold |
|
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|
2019
Q4 | $461K | Hold |
|
|||||
|
2019
Q3 | $382K | Sell |
|
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|
2019
Q2 | $394K | Hold |
|
|||||
|
2019
Q1 | $375K | Sell |
|
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|
2018
Q4 | $372K | Hold |
|
|||||
|
2018
Q3 | $445K | Hold |
|
|||||
|
2018
Q2 | $425K | Hold |
|
|||||
|
2018
Q1 | $453K | Sell |
|
|||||
|
2017
Q4 | $482K | Buy |
|
|||||
|
2017
Q3 | $342K | Hold |
|
|||||
|
2017
Q2 | $327K | Buy |
|
|||||
|
2017
Q1 | $309K | Hold |
|
|||||
|
2016
Q4 | $289K | Hold |
|
|||||
|
2016
Q3 | $205K | Hold |
|
|||||
|
2016
Q2 | $174K | Hold |
|
|||||
|
2016
Q1 | $177K | Hold |
|
|||||
|
2015
Q4 | $220K | Hold |
|
|||||
|
2015
Q3 | $204K | Sell |
|
|||||
|
2015
Q2 | $225K | Buy |
|
|||||
|
2015
Q1 | $132K | Buy |
|
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|
2014
Q4 | $153K | Sell |
|
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|
2014
Q3 | $215K | Buy |
|
|||||
|
2014
Q2 | $116K | Sell |
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|
2014
Q1 | $203K | Buy |
|
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|
2013
Q4 | $177K | Buy |
|