Atwood & Palmer’s Bank of America BAC Stock Holding History

Atwood & Palmer’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$687K	Hold	14,509	–	–	0.04%	102
2025 Q1	$605K	Buy	14,509 +3,457	+31%	+$144K	0.04%	103
2024 Q4	$486K	Sell	11,052 -1,000	-8%	-$44K	0.03%	115
2024 Q3	$478K	Hold	12,052	–	–	0.03%	110
2024 Q2	$479K	Sell	12,052 -108	-0.9%	-$4.3K	0.04%	107
2024 Q1	$461K	Sell	12,160 -111	-0.9%	-$4.21K	0.04%	108
2023 Q4	$413K	Sell	12,271 -750	-6%	-$25.3K	0.03%	117
2023 Q3	$357K	Hold	13,021	–	–	0.03%	116
2023 Q2	$374K	Hold	13,021	–	–	0.03%	118
2023 Q1	$372K	Hold	13,021	–	–	0.04%	106
2022 Q4	$431K	Hold	13,021	–	–	0.04%	114
2022 Q3	$393K	Hold	13,021	–	–	0.04%	115
2022 Q2	$405K	Sell	13,021 -400	-3%	-$12.4K	0.04%	108
2022 Q1	$553K	Hold	13,421	–	–	0.05%	104
2021 Q4	$597K	Buy	13,421 +202	+2%	+$8.99K	0.05%	103
2021 Q3	$561K	Hold	13,219	–	–	0.05%	100
2021 Q2	$545K	Hold	13,219	–	–	0.05%	102
2021 Q1	$511K	Buy	13,219 +127	+1%	+$4.91K	0.05%	102
2020 Q4	$397K	Hold	13,092	–	–	0.04%	113
2020 Q3	$315K	Hold	13,092	–	–	0.04%	109
2020 Q2	$311K	Hold	13,092	–	–	0.04%	105
2020 Q1	$278K	Hold	13,092	–	–	0.04%	103
2019 Q4	$461K	Hold	13,092	–	–	0.06%	90
2019 Q3	$382K	Sell	13,092 -500	-4%	-$14.6K	0.05%	92
2019 Q2	$394K	Hold	13,592	–	–	0.05%	94
2019 Q1	$375K	Sell	13,592 -1,500	-10%	-$41.4K	0.05%	91
2018 Q4	$372K	Hold	15,092	–	–	0.06%	88
2018 Q3	$445K	Hold	15,092	–	–	0.06%	83
2018 Q2	$425K	Hold	15,092	–	–	0.06%	89
2018 Q1	$453K	Sell	15,092 -1,232	-8%	-$37K	0.06%	83
2017 Q4	$482K	Buy	16,324 +2,842	+21%	+$83.9K	0.07%	84
2017 Q3	$342K	Hold	13,482	–	–	0.05%	101
2017 Q2	$327K	Buy	13,482 +400	+3%	+$9.7K	0.05%	102
2017 Q1	$309K	Hold	13,082	–	–	0.05%	97
2016 Q4	$289K	Hold	13,082	–	–	0.05%	95
2016 Q3	$205K	Hold	13,082	–	–	0.04%	109
2016 Q2	$174K	Hold	13,082	–	–	0.03%	117
2016 Q1	$177K	Hold	13,082	–	–	0.03%	118
2015 Q4	$220K	Hold	13,082	–	–	0.04%	118
2015 Q3	$204K	Sell	13,082 -128	-1%	-$2K	0.04%	118
2015 Q2	$225K	Buy	13,210 +4,628	+54%	+$78.8K	0.04%	122
2015 Q1	$132K	Buy	8,582 +50	+0.6%	+$769	0.02%	142
2014 Q4	$153K	Sell	8,532 -3,800	-31%	-$68.1K	0.03%	140
2014 Q3	$215K	Buy	12,332 +4,782	+63%	+$83.4K	0.04%	119
2014 Q2	$116K	Sell	7,550 -4,267	-36%	-$65.6K	0.03%	149
2014 Q1	$203K	Buy	11,817 +455	+4%	+$7.82K	0.05%	110
2013 Q4	$177K	Buy	+11,362	New	+$177K	0.04%	105