BOM
Bank of Marin’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
23,307
| – | – | 0.83% | 36 |
|
|
2025
Q1 | $973K | Hold |
23,307
| – | – | 1.24% | 23 |
|
|
2024
Q4 | $1.02M | Hold |
23,307
| – | – | 0.81% | 36 |
|
|
2024
Q3 | $925K | Hold |
23,307
| – | – | 0.74% | 41 |
|
|
2024
Q2 | $927K | Sell |
23,307
-510
| -2% | -$20.3K | 0.8% | 37 |
|
|
2024
Q1 | $903K | Sell |
23,817
-905
| -4% | -$34.3K | 0.79% | 38 |
|
|
2023
Q4 | $832K | Sell |
24,722
-108
| -0.4% | -$3.64K | 0.75% | 41 |
|
|
2023
Q3 | $680K | Sell |
24,830
-190
| -0.8% | -$5.2K | 0.66% | 48 |
|
|
2023
Q2 | $718K | Sell |
25,020
-2,620
| -9% | -$75.2K | 0.67% | 54 |
|
|
2023
Q1 | $791K | Sell |
27,640
-2,260
| -8% | -$64.6K | 0.75% | 45 |
|
|
2022
Q4 | $990K | Hold |
29,900
| – | – | 0.93% | 34 |
|
|
2022
Q3 | $903K | Sell |
29,900
-2,405
| -7% | -$72.6K | 0.89% | 34 |
|
|
2022
Q2 | $1.01M | Sell |
32,305
-10,135
| -24% | -$316K | 0.89% | 37 |
|
|
2022
Q1 | $1.75M | Sell |
42,440
-1,342
| -3% | -$55.3K | 1.27% | 19 |
|
|
2021
Q4 | $1.95M | Hold |
43,782
| – | – | 1.3% | 17 |
|
|
2021
Q3 | $1.86M | Hold |
43,782
| – | – | 1.36% | 19 |
|
|
2021
Q2 | $1.81M | Sell |
43,782
-270
| -0.6% | -$11.1K | 1.32% | 19 |
|
|
2021
Q1 | $1.71M | Hold |
44,052
| – | – | 1.35% | 19 |
|
|
2020
Q4 | $1.34M | Hold |
44,052
| – | – | 1.12% | 25 |
|
|
2020
Q3 | $1.06M | Sell |
44,052
-940
| -2% | -$22.6K | 1.09% | 28 |
|
|
2020
Q2 | $1.07M | Sell |
44,992
-1,440
| -3% | -$34.2K | 1.22% | 25 |
|
|
2020
Q1 | $986K | Sell |
46,432
-12,897
| -22% | -$274K | 1.34% | 23 |
|
|
2019
Q4 | $2.09M | Buy |
+59,329
| New | +$2.09M | 2.11% | 8 |
|