BFA
Beaumont Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
83,528
+892
| +1% | +$42.2K | 0.29% | 60 |
|
|
2025
Q1 | $3.45M | Sell |
82,636
-2,269
| -3% | -$94.7K | 0.27% | 63 |
|
|
2024
Q4 | $3.73M | Sell |
84,905
-94
| -0.1% | -$4.13K | 0.28% | 62 |
|
|
2024
Q3 | $3.37M | Sell |
84,999
-496
| -0.6% | -$19.7K | 0.26% | 62 |
|
|
2024
Q2 | $3.4M | Buy |
85,495
+1,744
| +2% | +$69.4K | 0.27% | 62 |
|
|
2024
Q1 | $3.18M | Buy |
83,751
+1,951
| +2% | +$74K | 0.26% | 62 |
|
|
2023
Q4 | $2.75M | Sell |
81,800
-2,378
| -3% | -$80.1K | 0.25% | 63 |
|
|
2023
Q3 | $2.3M | Sell |
84,178
-382
| -0.5% | -$10.5K | 0.23% | 68 |
|
|
2023
Q2 | $2.43M | Buy |
84,560
+140
| +0.2% | +$4.02K | 0.22% | 71 |
|
|
2023
Q1 | $2.41M | Sell |
84,420
-1,422
| -2% | -$40.7K | 0.24% | 53 |
|
|
2022
Q4 | $2.84M | Sell |
85,842
-851
| -1% | -$28.2K | 0.29% | 48 |
|
|
2022
Q3 | $2.62M | Buy |
86,693
+791
| +0.9% | +$23.9K | 0.25% | 55 |
|
|
2022
Q2 | $2.67M | Buy |
85,902
+454
| +0.5% | +$14.1K | 0.24% | 62 |
|
|
2022
Q1 | $3.52M | Buy |
85,448
+7,033
| +9% | +$290K | 0.27% | 71 |
|
|
2021
Q4 | $3.49M | Sell |
78,415
-3,820
| -5% | -$170K | 0.25% | 64 |
|
|
2021
Q3 | $3.49M | Sell |
82,235
-386
| -0.5% | -$16.4K | 0.27% | 64 |
|
|
2021
Q2 | $3.41M | Buy |
82,621
+1,177
| +1% | +$48.5K | 0.26% | 64 |
|
|
2021
Q1 | $3.15M | Sell |
81,444
-6,802
| -8% | -$263K | 0.27% | 74 |
|
|
2020
Q4 | $2.68M | Buy |
88,246
+3,992
| +5% | +$121K | 0.24% | 82 |
|
|
2020
Q3 | $2.03M | Sell |
84,254
-264
| -0.3% | -$6.36K | 0.19% | 92 |
|
|
2020
Q2 | $2.01M | Sell |
84,518
-2,226
| -3% | -$52.9K | 0.21% | 86 |
|
|
2020
Q1 | $1.84M | Sell |
86,744
-23,237
| -21% | -$493K | 0.23% | 73 |
|
|
2019
Q4 | $3.87M | Buy |
109,981
+3,826
| +4% | +$135K | 0.38% | 61 |
|
|
2019
Q3 | $3.1M | Buy |
106,155
+75,332
| +244% | +$2.2M | 0.31% | 76 |
|
|
2019
Q2 | $894K | Buy |
30,823
+3,745
| +14% | +$109K | 0.09% | 127 |
|
|
2019
Q1 | $747K | Buy |
27,078
+4,800
| +22% | +$132K | 0.08% | 133 |
|
|
2018
Q4 | $549K | Buy |
22,278
+1,070
| +5% | +$26.4K | 0.09% | 120 |
|
|
2018
Q3 | $625K | Buy |
21,208
+11,230
| +113% | +$331K | 0.06% | 131 |
|
|
2018
Q2 | $281K | Sell |
9,978
-466
| -4% | -$13.1K | 0.03% | 169 |
|
|
2018
Q1 | $313K | Buy |
10,444
+3,570
| +52% | +$107K | 0.03% | 167 |
|
|
2017
Q4 | $203K | Sell |
6,874
-1,900
| -22% | -$56.1K | 0.02% | 182 |
|
|
2017
Q3 | $222K | Sell |
8,774
-5,300
| -38% | -$134K | 0.03% | 172 |
|
|
2017
Q2 | $341K | Buy |
14,074
+4,092
| +41% | +$99.1K | 0.04% | 137 |
|
|
2017
Q1 | $235K | Buy |
9,982
+558
| +6% | +$13.1K | 0.03% | 164 |
|
|
2016
Q4 | $208K | Buy |
+9,424
| New | +$208K | 0.03% | 146 |
|
|
2016
Q1 | – | Sell |
-10,278
| Closed | -$173K | – | 132 |
|
|
2015
Q4 | $173K | Buy |
+10,278
| New | +$173K | 0.03% | 118 |
|
|
2014
Q1 | – | Sell |
-11,516
| Closed | -$179K | – | 132 |
|
|
2013
Q4 | $179K | Sell |
11,516
-3,050
| -21% | -$47.4K | 0.01% | 143 |
|
|
2013
Q3 | $201K | Sell |
14,566
-3,000
| -17% | -$41.4K | 0.02% | 144 |
|
|
2013
Q2 | $226K | Buy |
+17,566
| New | +$226K | 0.02% | 138 |
|