Cape Ann Savings Bank’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 | $1.7M | Sell |
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|
2025
Q2 | $1.6M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $966K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $952K | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $916K | Buy |
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|
2022
Q2 | $930K | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $949K | Buy |
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|
2020
Q4 | $719K | Buy |
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|
2020
Q2 | $501K | Buy |
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