Burke & Herbert Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.45M | Hold |
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|
2025
Q2 | $2.25M | Sell |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $2.03M | Sell |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $975K | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.26M | Hold |
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $1.34M | Hold |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.13M | Hold |
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|
2021
Q3 | $2.03M | Sell |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.85M | Sell |
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|
2020
Q4 | $1.45M | Hold |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.14M | Hold |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.69M | Sell |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.41M | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.21M | Buy |
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|
2018
Q3 | $1.44M | Sell |
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|
2018
Q2 | $1.38M | Sell |
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|
2018
Q1 | $1.47M | Sell |
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|
2017
Q4 | $1.52M | Sell |
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|
2017
Q3 | $1.31M | Sell |
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|
2017
Q2 | $1.31M | Hold |
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|
2017
Q1 | $1.28M | Sell |
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|
2016
Q4 | $1.27M | Sell |
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|
2016
Q3 | $910K | Buy |
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|
2016
Q2 | $752K | Buy |
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|
2016
Q1 | $713K | Buy |
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|
2015
Q4 | $711K | Buy |
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|
2015
Q3 | $631K | Buy |
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|
2015
Q2 | $518K | Hold |
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|
2015
Q1 | $468K | Sell |
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|
2014
Q4 | $549K | Buy |
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|
2014
Q3 | $431K | Sell |
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|
2014
Q2 | $401K | Sell |
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|
2014
Q1 | $467K | Sell |
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|
2013
Q4 | $430K | Sell |
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|
2013
Q3 | $384K | Sell |
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|
2013
Q2 | $369K | Buy |
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