Beese Fulmer Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
10,038
+1,405
| +16% | +$66.5K | 0.04% | 186 |
|
|
2025
Q1 | $360K | Buy |
8,633
+1,632
| +23% | +$68.1K | 0.03% | 184 |
|
|
2024
Q4 | $308K | Hold |
7,001
| – | – | 0.03% | 190 |
|
|
2024
Q3 | $278K | Hold |
7,001
| – | – | 0.02% | 198 |
|
|
2024
Q2 | $278K | Sell |
7,001
-400
| -5% | -$15.9K | 0.03% | 193 |
|
|
2024
Q1 | $281K | Hold |
7,401
| – | – | 0.03% | 191 |
|
|
2023
Q4 | $249K | Hold |
7,401
| – | – | 0.03% | 196 |
|
|
2023
Q3 | $203K | Hold |
7,401
| – | – | 0.02% | 207 |
|
|
2023
Q2 | $212K | Hold |
7,401
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $212K | Sell |
7,401
-1,166
| -14% | -$33.3K | 0.02% | 207 |
|
|
2022
Q4 | $284K | Hold |
8,567
| – | – | 0.03% | 182 |
|
|
2022
Q3 | $259K | Sell |
8,567
-100
| -1% | -$3.02K | 0.03% | 180 |
|
|
2022
Q2 | $270K | Buy |
8,667
+100
| +1% | +$3.12K | 0.03% | 186 |
|
|
2022
Q1 | $353K | Sell |
8,567
-1,000
| -10% | -$41.2K | 0.04% | 173 |
|
|
2021
Q4 | $426K | Buy |
9,567
+600
| +7% | +$26.7K | 0.04% | 166 |
|
|
2021
Q3 | $381K | Buy |
8,967
+1,000
| +13% | +$42.5K | 0.04% | 171 |
|
|
2021
Q2 | $328K | Hold |
7,967
| – | – | 0.04% | 173 |
|
|
2021
Q1 | $308K | Hold |
7,967
| – | – | 0.04% | 171 |
|
|
2020
Q4 | $241K | Buy |
+7,967
| New | +$241K | 0.03% | 184 |
|
|
2020
Q3 | – | Sell |
-7,866
| Closed | -$187K | – | 223 |
|
|
2020
Q2 | $187K | Buy |
+7,866
| New | +$187K | 0.03% | 187 |
|
|
2020
Q1 | – | Sell |
-5,866
| Closed | -$207K | – | 183 |
|
|
2019
Q4 | $207K | Buy |
+5,866
| New | +$207K | 0.03% | 192 |
|