BFC
Bedel Financial Consulting’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
13,607
+167
| +1% | +$7.9K | 0.09% | 127 |
|
|
2025
Q1 | $549K | Sell |
13,440
-18
| -0.1% | -$735 | 0.08% | 134 |
|
|
2024
Q4 | $634K | Buy |
13,458
+600
| +5% | +$28.3K | 0.09% | 129 |
|
|
2024
Q3 | $510K | Sell |
12,858
-25
| -0.2% | -$992 | 0.07% | 141 |
|
|
2024
Q2 | $512K | Sell |
12,883
-1,531
| -11% | -$60.9K | 0.08% | 134 |
|
|
2024
Q1 | $547K | Buy |
14,414
+392
| +3% | +$14.9K | 0.09% | 127 |
|
|
2023
Q4 | $472K | Buy |
14,022
+60
| +0.4% | +$2.02K | 0.09% | 132 |
|
|
2023
Q3 | $382K | Buy |
13,962
+995
| +8% | +$27.2K | 0.08% | 147 |
|
|
2023
Q2 | $372K | Buy |
12,967
+59
| +0.5% | +$1.69K | 0.08% | 153 |
|
|
2023
Q1 | $369K | Buy |
12,908
+73
| +0.6% | +$2.09K | 0.09% | 143 |
|
|
2022
Q4 | $425K | Sell |
12,835
-63
| -0.5% | -$2.09K | 0.11% | 125 |
|
|
2022
Q3 | $477K | Sell |
12,898
-789
| -6% | -$29.2K | 0.13% | 112 |
|
|
2022
Q2 | $426K | Sell |
13,687
-318
| -2% | -$9.9K | 0.12% | 116 |
|
|
2022
Q1 | $577K | Sell |
14,005
-1,541
| -10% | -$63.5K | 0.18% | 75 |
|
|
2021
Q4 | $692K | Buy |
15,546
+998
| +7% | +$44.4K | 0.22% | 65 |
|
|
2021
Q3 | $618K | Buy |
14,548
+15
| +0.1% | +$637 | 0.21% | 72 |
|
|
2021
Q2 | $599K | Buy |
14,533
+2,444
| +20% | +$101K | 0.21% | 71 |
|
|
2021
Q1 | $468K | Buy |
12,089
+755
| +7% | +$29.2K | 0.18% | 93 |
|
|
2020
Q4 | $344K | Buy |
11,334
+241
| +2% | +$7.32K | 0.15% | 101 |
|
|
2020
Q3 | $267K | Buy |
11,093
+17
| +0.2% | +$409 | 0.13% | 110 |
|
|
2020
Q2 | $263K | Sell |
11,076
-11
| -0.1% | -$261 | 0.14% | 102 |
|
|
2020
Q1 | $235K | Buy |
11,087
+5,385
| +94% | +$114K | 0.16% | 100 |
|
|
2019
Q4 | $201K | Sell |
5,702
-234
| -4% | -$8.25K | 0.11% | 141 |
|
|
2019
Q3 | $173K | Sell |
5,936
-1,394
| -19% | -$40.6K | 0.1% | 152 |
|
|
2019
Q2 | $213K | Buy |
7,330
+6
| +0.1% | +$174 | 0.13% | 127 |
|
|
2019
Q1 | $202K | Buy |
7,324
+5
| +0.1% | +$138 | 0.13% | 129 |
|
|
2018
Q4 | $180K | Buy |
7,319
+1,406
| +24% | +$34.6K | 0.13% | 127 |
|
|
2018
Q3 | $168K | Buy |
5,913
+1,005
| +20% | +$28.6K | 0.11% | 152 |
|
|
2018
Q2 | $138K | Sell |
4,908
-4,532
| -48% | -$127K | 0.1% | 165 |
|
|
2018
Q1 | $283K | Buy |
9,440
+3
| +0% | +$90 | 0.22% | 104 |
|
|
2017
Q4 | $279K | Buy |
+9,437
| New | +$279K | 0.25% | 100 |
|