Court Place Advisors’s Bank of America BAC Stock Holding History

Court Place Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Sell	23,089 -610	-3%	-$28.9K	0.34%	63
2025 Q1	$989K	Buy	23,699 +277	+1%	+$11.6K	0.33%	66
2024 Q4	$1.03M	Sell	23,422 -6,558	-22%	-$288K	0.33%	65
2024 Q3	$1.19M	Hold	29,980	–	–	0.35%	65
2024 Q2	$1.19M	Buy	29,980 +6,971	+30%	+$277K	0.37%	62
2024 Q1	$872K	Sell	23,009 -10,708	-32%	-$406K	0.28%	74
2023 Q4	$1.14M	Hold	33,717	–	–	0.37%	63
2023 Q3	$923K	Sell	33,717 -519	-2%	-$14.2K	0.33%	71
2023 Q2	$982K	Hold	34,236	–	–	0.34%	68
2023 Q1	$979K	Sell	34,236 -11,372	-25%	-$325K	0.35%	70
2022 Q4	$1.15M	Buy	45,608 +1,126	+3%	+$28.3K	0.42%	63
2022 Q3	$1.34M	Sell	44,482 -54	-0.1%	-$1.63K	0.54%	47
2022 Q2	$1.39M	Hold	44,536	–	–	0.52%	52
2022 Q1	$1.84M	Sell	44,536 -35,284	-44%	-$1.45M	0.59%	45
2021 Q4	$3.55M	Sell	79,820 -434	-0.5%	-$19.3K	0.98%	24
2021 Q3	$3.41M	Hold	80,254	–	–	1.01%	25
2021 Q2	$3.31M	Hold	80,254	–	–	0.96%	27
2021 Q1	$3.11M	Hold	80,254	–	–	0.96%	28
2020 Q4	$2.43M	Buy	80,254 +1,800	+2%	+$54.5K	0.81%	35
2020 Q3	$1.89M	Buy	78,454 +11,138	+17%	+$268K	0.71%	39
2020 Q2	$1.6M	Hold	67,316	–	–	0.62%	43
2020 Q1	$1.43M	Sell	67,316 -363	-0.5%	-$7.71K	0.64%	43
2019 Q4	$2.38M	Sell	67,679 -545	-0.8%	-$19.2K	0.86%	35
2019 Q3	$1.99M	Hold	68,224	–	–	0.77%	36
2019 Q2	$1.98M	Sell	68,224 -470	-0.7%	-$13.6K	0.78%	35
2019 Q1	$1.9M	Hold	68,694	–	–	0.77%	35
2018 Q4	$1.69M	Sell	68,694 -1,544	-2%	-$38.1K	0.77%	36
2018 Q3	$2.07M	Hold	70,238	–	–	0.78%	38
2018 Q2	$1.98M	Sell	70,238 -2,567	-4%	-$72.4K	0.82%	39
2018 Q1	$2.18M	Sell	72,805 -400	-0.5%	-$12K	0.91%	36
2017 Q4	$2.16M	Sell	73,205 -3,909	-5%	-$115K	0.89%	37
2017 Q3	$1.95M	Sell	77,114 -618	-0.8%	-$15.7K	0.87%	37
2017 Q2	$1.89M	Hold	77,732	–	–	0.9%	35
2017 Q1	$1.83M	Sell	77,732 -500	-0.6%	-$11.8K	0.9%	35
2016 Q4	$1.73M	Sell	78,232 -3,094	-4%	-$68.4K	0.9%	35
2016 Q3	$1.27M	Buy	81,326 +980	+1%	+$15.3K	0.71%	40
2016 Q2	$1.07M	Sell	80,346 -3,482	-4%	-$46.2K	0.62%	46
2016 Q1	$1.13M	Sell	83,828 -100	-0.1%	-$1.35K	0.7%	40
2015 Q4	$1.41M	Sell	83,928 -330	-0.4%	-$5.56K	0.91%	36
2015 Q3	$1.31M	Sell	84,258 -2,382	-3%	-$37.1K	0.91%	35
2015 Q2	$1.48M	Sell	86,640 -5,207	-6%	-$88.6K	0.94%	35
2015 Q1	$1.41M	Sell	91,847 -581	-0.6%	-$8.95K	0.9%	36
2014 Q4	$1.65M	Sell	92,428 -1,662	-2%	-$29.7K	1.07%	29
2014 Q3	$1.6M	Sell	94,090 -254	-0.3%	-$4.33K	1.09%	28
2014 Q2	$1.45M	Sell	94,344 -1,240	-1%	-$19.1K	1%	33
2014 Q1	$1.64M	Hold	95,584	–	–	1.19%	28
2013 Q4	$1.49M	Buy	+95,584	New	+$1.49M	1.14%	30