BMM
Buffington Mohr McNeal’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $7.15M | Sell |
171,452
-26,016
| -13% | -$1.09M | 1.41% | 26 |
|
2024
Q4 | $8.68M | Buy |
197,468
+2,229
| +1% | +$98K | 1.44% | 24 |
|
2024
Q3 | $7.75M | Buy |
195,239
+4,633
| +2% | +$184K | 1.27% | 30 |
|
2024
Q2 | $7.58M | Buy |
190,606
+20,389
| +12% | +$811K | 1.33% | 29 |
|
2024
Q1 | $6.45M | Buy |
170,217
+6,903
| +4% | +$262K | 1.17% | 29 |
|
2023
Q4 | $5.5M | Buy |
163,314
+118,695
| +266% | +$4M | 1.1% | 29 |
|
2023
Q3 | $1.22M | Sell |
44,619
-1,950
| -4% | -$53.4K | 0.28% | 55 |
|
2023
Q2 | $1.34M | Hold |
46,569
| – | – | 0.29% | 55 |
|
2023
Q1 | $1.33M | Buy |
46,569
+300
| +0.6% | +$8.58K | 0.31% | 49 |
|
2022
Q4 | $1.53M | Sell |
46,269
-500
| -1% | -$16.6K | 0.36% | 47 |
|
2022
Q3 | $1.41M | Sell |
46,769
-1,300
| -3% | -$39.2K | 0.34% | 50 |
|
2022
Q2 | $1.5M | Sell |
48,069
-100
| -0.2% | -$3.11K | 0.33% | 52 |
|
2022
Q1 | $1.99M | Buy |
48,169
+500
| +1% | +$20.6K | 0.38% | 45 |
|
2021
Q4 | $2.12M | Buy |
47,669
+240
| +0.5% | +$10.7K | 0.36% | 48 |
|
2021
Q3 | $2.01M | Buy |
47,429
+4,373
| +10% | +$186K | 0.39% | 50 |
|
2021
Q2 | $1.78M | Buy |
43,056
+1,506
| +4% | +$62.1K | 0.35% | 52 |
|
2021
Q1 | $1.61M | Buy |
41,550
+7,135
| +21% | +$276K | 0.35% | 51 |
|
2020
Q4 | $1.04M | Buy |
34,415
+1,615
| +5% | +$48.9K | 0.24% | 62 |
|
2020
Q3 | $790K | Hold |
32,800
| – | – | 0.21% | 72 |
|
2020
Q2 | $779K | Sell |
32,800
-3,000
| -8% | -$71.3K | 0.22% | 72 |
|
2020
Q1 | $760K | Buy |
35,800
+375
| +1% | +$7.96K | 0.25% | 61 |
|
2019
Q4 | $1.25M | Sell |
35,425
-1,700
| -5% | -$59.9K | 0.35% | 54 |
|
2019
Q3 | $1.08M | Sell |
37,125
-1,800
| -5% | -$52.5K | 0.33% | 54 |
|
2019
Q2 | $1.13M | Buy |
38,925
+4,317
| +12% | +$125K | 0.35% | 55 |
|
2019
Q1 | $955K | Buy |
34,608
+7,183
| +26% | +$198K | 0.31% | 58 |
|
2018
Q4 | $676K | Buy |
27,425
+8,600
| +46% | +$212K | 0.27% | 74 |
|
2018
Q3 | $555K | Buy |
18,825
+250
| +1% | +$7.37K | 0.19% | 88 |
|
2018
Q2 | $524K | Buy |
18,575
+1,525
| +9% | +$43K | 0.2% | 84 |
|
2018
Q1 | $511K | Buy |
17,050
+8,400
| +97% | +$252K | 0.2% | 88 |
|
2017
Q4 | $255K | Buy |
8,650
+800
| +10% | +$23.6K | 0.1% | 115 |
|
2017
Q3 | $218K | Buy |
+7,850
| New | +$218K | 0.08% | 120 |
|