EWM
Evercore Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
49,024
-24,685
| -33% | -$1.17M | 0.04% | 147 |
|
|
2025
Q1 | $3.08M | Sell |
73,709
-13,129
| -15% | -$548K | 0.05% | 128 |
|
|
2024
Q4 | $3.82M | Sell |
86,838
-1,080
| -1% | -$47.5K | 0.06% | 120 |
|
|
2024
Q3 | $3.49M | Sell |
87,918
-764
| -0.9% | -$30.3K | 0.05% | 122 |
|
|
2024
Q2 | $3.53M | Buy |
88,682
+6,203
| +8% | +$247K | 0.06% | 117 |
|
|
2024
Q1 | $3.13M | Sell |
82,479
-95,477
| -54% | -$3.62M | 0.05% | 129 |
|
|
2023
Q4 | $5.99M | Sell |
177,956
-9,220
| -5% | -$310K | 0.1% | 88 |
|
|
2023
Q3 | $5.12M | Sell |
187,176
-5,945
| -3% | -$163K | 0.1% | 91 |
|
|
2023
Q2 | $5.54M | Buy |
193,121
+2,320
| +1% | +$66.6K | 0.1% | 90 |
|
|
2023
Q1 | $5.46M | Sell |
190,801
-9,654
| -5% | -$276K | 0.11% | 86 |
|
|
2022
Q4 | $6.64M | Buy |
200,455
+32,081
| +19% | +$1.06M | 0.14% | 79 |
|
|
2022
Q3 | $5.09M | Sell |
168,374
-14,129
| -8% | -$427K | 0.11% | 84 |
|
|
2022
Q2 | $5.68M | Sell |
182,503
-10,428
| -5% | -$325K | 0.12% | 82 |
|
|
2022
Q1 | $7.95M | Sell |
192,931
-1,097
| -0.6% | -$45.2K | 0.14% | 75 |
|
|
2021
Q4 | $8.63M | Sell |
194,028
-8,234
| -4% | -$366K | 0.14% | 77 |
|
|
2021
Q3 | $8.59M | Sell |
202,262
-7,976
| -4% | -$339K | 0.16% | 71 |
|
|
2021
Q2 | $8.67M | Sell |
210,238
-51,674
| -20% | -$2.13M | 0.16% | 73 |
|
|
2021
Q1 | $10.1M | Buy |
261,912
+208,815
| +393% | +$8.08M | 0.2% | 64 |
|
|
2020
Q4 | $1.61M | Sell |
53,097
-7,737
| -13% | -$234K | 0.03% | 174 |
|
|
2020
Q3 | $1.47M | Sell |
60,834
-1,374
| -2% | -$33.1K | 0.04% | 166 |
|
|
2020
Q2 | $1.48M | Sell |
62,208
-5,094
| -8% | -$121K | 0.04% | 164 |
|
|
2020
Q1 | $1.43M | Buy |
67,302
+48
| +0.1% | +$1.02K | 0.05% | 156 |
|
|
2019
Q4 | $2.37M | Sell |
67,254
-855
| -1% | -$30.1K | 0.06% | 143 |
|
|
2019
Q3 | $1.99M | Buy |
68,109
+1,793
| +3% | +$52.3K | 0.06% | 149 |
|
|
2019
Q2 | $1.92M | Buy |
66,316
+2,775
| +4% | +$80.5K | 0.06% | 153 |
|
|
2019
Q1 | $1.75M | Buy |
63,541
+17,225
| +37% | +$475K | 0.06% | 159 |
|
|
2018
Q4 | $1.14M | Sell |
46,316
-33,236
| -42% | -$819K | 0.04% | 168 |
|
|
2018
Q3 | $2.34M | Sell |
79,552
-975
| -1% | -$28.7K | 0.07% | 134 |
|
|
2018
Q2 | $2.27M | Buy |
80,527
+46,492
| +137% | +$1.31M | 0.08% | 130 |
|
|
2018
Q1 | $1.02M | Sell |
34,035
-144
| -0.4% | -$4.32K | 0.04% | 182 |
|
|
2017
Q4 | $1.01M | Buy |
34,179
+1,605
| +5% | +$47.4K | 0.04% | 189 |
|
|
2017
Q3 | $826K | Hold |
32,574
| – | – | 0.03% | 194 |
|
|
2017
Q2 | $790K | Sell |
32,574
-4,926
| -13% | -$119K | 0.03% | 200 |
|
|
2017
Q1 | $885K | Sell |
37,500
-13
| -0% | -$307 | 0.03% | 190 |
|
|
2016
Q4 | $829K | Buy |
37,513
+2,775
| +8% | +$61.3K | 0.03% | 197 |
|
|
2016
Q3 | $544K | Buy |
34,738
+7,175
| +26% | +$112K | 0.02% | 240 |
|
|
2016
Q2 | $366K | Sell |
27,563
-5,446
| -16% | -$72.3K | 0.02% | 279 |
|
|
2016
Q1 | $446K | Sell |
33,009
-3,695
| -10% | -$49.9K | 0.02% | 255 |
|
|
2015
Q4 | $617K | Buy |
36,704
+2,473
| +7% | +$41.6K | 0.03% | 227 |
|
|
2015
Q3 | $534K | Sell |
34,231
-87
| -0.3% | -$1.36K | 0.03% | 245 |
|
|
2015
Q2 | $583K | Buy |
34,318
+12,890
| +60% | +$219K | 0.03% | 253 |
|
|
2015
Q1 | $332K | Sell |
21,428
-61
| -0.3% | -$945 | 0.02% | 332 |
|
|
2014
Q4 | $388K | Sell |
21,489
-144
| -0.7% | -$2.6K | 0.02% | 279 |
|
|
2014
Q3 | $368K | Buy |
21,633
+1,000
| +5% | +$17K | 0.02% | 306 |
|
|
2014
Q2 | $319K | Sell |
20,633
-4,564
| -18% | -$70.6K | 0.02% | 333 |
|
|
2014
Q1 | $433K | Sell |
25,197
-16,594
| -40% | -$285K | 0.02% | 274 |
|
|
2013
Q4 | $650K | Buy |
41,791
+8,958
| +27% | +$139K | 0.04% | 230 |
|
|
2013
Q3 | $452K | Sell |
32,833
-182
| -0.6% | -$2.51K | 0.03% | 289 |
|
|
2013
Q2 | $424K | Buy |
+33,015
| New | +$424K | 0.02% | 297 |
|