Buckingham Strategic Wealth’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.64M | Buy |
141,728
+2,324
| +2% | +$89.1K | 0.06% | 134 |
|
|
2024
Q1 | $5.29M | Sell |
139,404
-202,872
| -59% | -$6.96M | 0.06% | 144 |
|
|
2023
Q4 | $11.5M | Sell |
342,276
-194,100
| -36% | -$5.65M | 0.14% | 89 |
|
|
2023
Q3 | $14.7M | Buy |
536,376
+14,311
| +3% | +$423K | 0.21% | 58 |
|
|
2023
Q2 | $15M | Buy |
522,065
+6,679
| +1% | +$191K | 0.21% | 57 |
|
|
2023
Q1 | $17.1M | Hold |
515,386
| – | – | 0.31% | 44 |
|
|
2022
Q4 | $17.1M | Sell |
515,386
-3,188
| -0.6% | -$110K | 0.31% | 44 |
|
|
2022
Q3 | $15.7M | Buy |
518,574
+13,126
| +3% | +$439K | 0.32% | 44 |
|
|
2022
Q2 | $15.7M | Buy |
505,448
+406,040
| +408% | +$14.6M | 0.31% | 42 |
|
|
2022
Q1 | $4.1M | Sell |
99,408
-13,223
| -12% | -$597K | 0.08% | 122 |
|
|
2021
Q4 | $5.01M | Buy |
112,631
+280
| +0.2% | +$12.8K | 0.1% | 104 |
|
|
2021
Q3 | $4.77M | Sell |
112,351
-189
| -0.2% | -$7.61K | 0.1% | 109 |
|
|
2021
Q2 | $4.64M | Buy |
112,540
+22,312
| +25% | +$915K | 0.11% | 107 |
|
|
2021
Q1 | $3.49M | Buy |
90,228
+4,293
| +5% | +$148K | 0.17% | 109 |
|
|
2020
Q4 | $2.6M | Buy |
85,935
+461
| +0.5% | +$12.4K | 0.14% | 126 |
|
|
2020
Q3 | $2.06M | Buy |
85,474
+1,544
| +2% | +$38.4K | 0.16% | 108 |
|
|
2020
Q2 | $1.99M | Sell |
83,930
-45,104
| -35% | -$1.07M | 0.19% | 93 |
|
|
2020
Q1 | $2.74M | Buy |
129,034
+36,512
| +39% | +$1.09M | 0.26% | 76 |
|
|
2019
Q4 | $3.26M | Sell |
92,522
-161
| -0.2% | -$5.2K | 0.31% | 70 |
|
|
2019
Q3 | $2.7M | Buy |
92,683
+6,478
| +8% | +$186K | 0.29% | 77 |
|
|
2019
Q2 | $2.5M | Buy |
86,205
+4,566
| +6% | +$132K | 0.27% | 75 |
|
|
2019
Q1 | $2.25M | Buy |
81,639
+5,131
| +7% | +$145K | 0.28% | 77 |
|
|
2018
Q4 | $1.89M | Buy |
76,508
+475
| +0.6% | +$12.9K | 0.29% | 72 |
|
|
2018
Q3 | $2.24M | Buy |
76,033
+10,866
| +17% | +$331K | 0.34% | 61 |
|
|
2018
Q2 | $1.84M | Buy |
65,167
+10,666
| +20% | +$318K | 0.3% | 76 |
|
|
2018
Q1 | $1.63M | Buy |
54,501
+2,717
| +5% | +$85.3K | 0.32% | 68 |
|
|
2017
Q4 | $1.53M | Buy |
51,784
+6,314
| +14% | +$174K | 0.32% | 75 |
|
|
2017
Q3 | $1.15M | Sell |
45,470
-33
| -0.1% | -$801 | 0.27% | 82 |
|
|
2017
Q2 | $1.1M | Sell |
45,503
-589
| -1% | -$13.7K | 0.26% | 91 |
|
|
2017
Q1 | $1.09M | Sell |
46,092
-7,671
| -14% | -$182K | 0.32% | 70 |
|
|
2016
Q4 | $1.19M | Sell |
53,763
-5,691
| -10% | -$110K | 0.38% | 56 |
|
|
2016
Q3 | $930K | Buy |
59,454
+180
| +0.3% | +$2.68K | 0.31% | 62 |
|
|
2016
Q2 | $787K | Sell |
59,274
-1,671
| -3% | -$23.5K | 0.27% | 77 |
|
|
2016
Q1 | $824K | Buy |
60,945
+2,127
| +4% | +$28.7K | 0.27% | 74 |
|
|
2015
Q4 | $990K | Sell |
58,818
-15,541
| -21% | -$263K | 0.33% | 55 |
|
|
2015
Q3 | $1.16M | Buy |
74,359
+712
| +1% | +$12K | 0.41% | 44 |
|
|
2015
Q2 | $1.25M | Buy |
73,647
+1,190
| +2% | +$19.6K | 0.41% | 46 |
|
|
2015
Q1 | $1.11M | Buy |
72,457
+333
| +0.5% | +$5.35K | 0.42% | 49 |
|
|
2014
Q4 | $1.29M | Buy |
72,124
+3,092
| +4% | +$52.9K | 0.5% | 41 |
|
|
2014
Q3 | $1.18M | Buy |
69,032
+2,143
| +3% | +$34.1K | 0.49% | 42 |
|
|
2014
Q2 | $1.03M | Sell |
66,889
-1,738
| -3% | -$27K | 0.45% | 48 |
|
|
2014
Q1 | $1.18M | Sell |
68,627
-1,371
| -2% | -$23.1K | 0.55% | 39 |
|
|
2013
Q4 | $1.09M | Sell |
69,998
-3,714
| -5% | -$55.1K | 0.51% | 41 |
|
|
2013
Q3 | $1.02M | Buy |
73,712
+23,726
| +47% | +$339K | 0.54% | 38 |
|
|
2013
Q2 | $643K | Buy |
+49,986
| New | +$637K | 0.36% | 49 |
|
Other funds holding BAC
Buckingham Strategic Wealth's BAC Position: Q2 2024 in Review
Buckingham Strategic Wealth increased its Bank of America (BAC) stake by 1.7% in Q2 2024, buying an estimated $89.1K and bringing the position to 141,728 shares worth $5.64M. The position accounts for 0.06% of the portfolio, ranked #134.
Buckingham Strategic Wealth first reported a position in BAC in Q2 2013 and has held it in 45 quarters since. The position peaked at $17.1M in Q1 2023. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.
- Buckingham Strategic Wealth held 141,728 shares of Bank of America worth $5.64M as of Q2 2024.
- Buckingham Strategic Wealth bought 2,324 Bank of America shares in Q2 2024, an estimated $89.1K.
- Bank of America made up 0.06% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #134 holding.
- Buckingham Strategic Wealth first reported a position in Bank of America in Q2 2013 and has held it in 45 quarters since.
- Buckingham Strategic Wealth's Bank of America position peaked at $17.1M in Q1 2023.
- 2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.