CDH
Charles D. Hyman’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.9M | Buy |
248,963
+3,201
| +1% | +$127K | 0.55% | 43 |
|
|
2024
Q1 | $9.32M | Sell |
245,762
-5,327
| -2% | -$202K | 0.52% | 45 |
|
|
2023
Q4 | $8.45M | Buy |
251,089
+8,333
| +3% | +$281K | 0.51% | 45 |
|
|
2023
Q3 | $6.65M | Buy |
242,756
+9,440
| +4% | +$258K | 0.43% | 47 |
|
|
2023
Q2 | $6.69M | Buy |
233,316
+19,700
| +9% | +$565K | 0.42% | 46 |
|
|
2023
Q1 | $6.11M | Buy |
213,616
+40,586
| +23% | +$1.16M | 0.41% | 50 |
|
|
2022
Q4 | $5.73M | Buy |
173,030
+12,450
| +8% | +$412K | 0.39% | 52 |
|
|
2022
Q3 | $4.85M | Sell |
160,580
-4,793
| -3% | -$145K | 0.37% | 53 |
|
|
2022
Q2 | $5.15M | Buy |
165,373
+3,750
| +2% | +$117K | 0.37% | 53 |
|
|
2022
Q1 | $6.66M | Buy |
161,623
+2,455
| +2% | +$101K | 0.42% | 50 |
|
|
2021
Q4 | $7.08M | Buy |
159,168
+109
| +0.1% | +$4.85K | 0.45% | 49 |
|
|
2021
Q3 | $6.75M | Sell |
159,059
-400
| -0.3% | -$17K | 0.47% | 49 |
|
|
2021
Q2 | $6.57M | Sell |
159,459
-124
| -0.1% | -$5.11K | 0.46% | 51 |
|
|
2021
Q1 | $6.17M | Buy |
159,583
+12,533
| +9% | +$485K | 0.45% | 51 |
|
|
2020
Q4 | $4.46M | Buy |
147,050
+4,127
| +3% | +$125K | 0.36% | 56 |
|
|
2020
Q3 | $3.44M | Sell |
142,923
-1,350
| -0.9% | -$32.5K | 0.3% | 63 |
|
|
2020
Q2 | $3.43M | Buy |
144,273
+78,124
| +118% | +$1.86M | 0.33% | 62 |
|
|
2020
Q1 | $1.4M | Sell |
66,149
-845
| -1% | -$17.9K | 0.18% | 78 |
|
|
2019
Q4 | $2.36M | Sell |
66,994
-75
| -0.1% | -$2.64K | 0.23% | 73 |
|
|
2019
Q3 | $1.96M | Sell |
67,069
-1,314
| -2% | -$38.3K | 0.2% | 75 |
|
|
2019
Q2 | $1.98M | Buy |
68,383
+1,100
| +2% | +$31.9K | 0.21% | 74 |
|
|
2019
Q1 | $1.86M | Buy |
67,283
+2,146
| +3% | +$59.2K | 0.19% | 83 |
|
|
2018
Q4 | $1.61M | Sell |
65,137
-4,635
| -7% | -$114K | 0.19% | 80 |
|
|
2018
Q3 | $2.06M | Sell |
69,772
-100
| -0.1% | -$2.95K | 0.21% | 79 |
|
|
2018
Q2 | $1.97M | Sell |
69,872
-731
| -1% | -$20.6K | 0.22% | 79 |
|
|
2018
Q1 | $2.12M | Buy |
70,603
+335
| +0.5% | +$10K | 0.24% | 76 |
|
|
2017
Q4 | $2.07M | Buy |
70,268
+7,014
| +11% | +$207K | 0.24% | 77 |
|
|
2017
Q3 | $1.6M | Sell |
63,254
-2,900
| -4% | -$73.5K | 0.2% | 78 |
|
|
2017
Q2 | $1.61M | Sell |
66,154
-26,000
| -28% | -$631K | 0.2% | 76 |
|
|
2017
Q1 | $2.17M | Buy |
92,154
+43,550
| +90% | +$1.03M | 0.29% | 73 |
|
|
2016
Q4 | $1.07M | Buy |
48,604
+684
| +1% | +$15.1K | 0.15% | 84 |
|
|
2016
Q3 | $750K | Sell |
47,920
-1,000
| -2% | -$15.7K | 0.11% | 93 |
|
|
2016
Q2 | $649K | Buy |
48,920
+1,000
| +2% | +$13.3K | 0.1% | 99 |
|
|
2016
Q1 | $648K | Buy |
47,920
+1,586
| +3% | +$21.4K | 0.1% | 95 |
|
|
2015
Q4 | $780K | Sell |
46,334
-1,810
| -4% | -$30.5K | 0.13% | 89 |
|
|
2015
Q3 | $750K | Buy |
48,144
+500
| +1% | +$7.79K | 0.13% | 92 |
|
|
2015
Q2 | $811K | Hold |
47,644
| – | – | 0.13% | 92 |
|
|
2015
Q1 | $733K | Sell |
47,644
-5,000
| -9% | -$76.9K | 0.12% | 94 |
|
|
2014
Q4 | $942K | Sell |
52,644
-1,320
| -2% | -$23.6K | 0.15% | 86 |
|
|
2014
Q3 | $920K | Sell |
53,964
-4,529
| -8% | -$77.2K | 0.15% | 90 |
|
|
2014
Q2 | $899K | Sell |
58,493
-3,814
| -6% | -$58.6K | 0.15% | 91 |
|
|
2014
Q1 | $1.07M | Sell |
62,307
-1,783
| -3% | -$30.7K | 0.19% | 87 |
|
|
2013
Q4 | $998K | Sell |
64,090
-9,240
| -13% | -$144K | 0.18% | 88 |
|
|
2013
Q3 | $1.01M | Sell |
73,330
-2,300
| -3% | -$31.7K | 0.2% | 85 |
|
|
2013
Q2 | $973K | Buy |
+75,630
| New | +$973K | 0.2% | 86 |
|