EWM
Evermay 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 | $434K | Buy |
9,181
+471
| +5% | +$22.3K | 0.05% | 140 |
|
|
2025
Q1 | $363K | Buy |
8,710
+565
| +7% | +$23.6K | 0.05% | 142 |
|
|
2024
Q4 | $358K | Sell |
8,145
-583
| -7% | -$25.6K | 0.05% | 144 |
|
|
2024
Q3 | $346K | Sell |
8,728
-200
| -2% | -$7.94K | 0.06% | 147 |
|
|
2024
Q2 | $355K | Hold |
8,928
| – | – | 0.06% | 153 |
|
|
2024
Q1 | $339K | Sell |
8,928
-68
| -0.8% | -$2.58K | 0.05% | 162 |
|
|
2023
Q4 | $303K | Sell |
8,996
-767
| -8% | -$25.8K | 0.06% | 145 |
|
|
2023
Q3 | $267K | Sell |
9,763
-172
| -2% | -$4.71K | 0.05% | 143 |
|
|
2023
Q2 | $285K | Sell |
9,935
-565
| -5% | -$16.2K | 0.05% | 142 |
|
|
2023
Q1 | $300K | Sell |
10,500
-1,265
| -11% | -$36.2K | 0.06% | 134 |
|
|
2022
Q4 | $390K | Sell |
11,765
-1,450
| -11% | -$48K | 0.08% | 116 |
|
|
2022
Q3 | $399K | Buy |
13,215
+200
| +2% | +$6.04K | 0.08% | 109 |
|
|
2022
Q2 | $405K | Sell |
13,015
-570
| -4% | -$17.7K | 0.08% | 108 |
|
|
2022
Q1 | $560K | Sell |
13,585
-680
| -5% | -$28K | 0.09% | 96 |
|
|
2021
Q4 | $635K | Hold |
14,265
| – | – | 0.11% | 76 |
|
|
2021
Q3 | $606K | Sell |
14,265
-650
| -4% | -$27.6K | 0.12% | 69 |
|
|
2021
Q2 | $615K | Buy |
14,915
+150
| +1% | +$6.19K | 0.11% | 76 |
|
|
2021
Q1 | $571K | Hold |
14,765
| – | – | 0.11% | 78 |
|
|
2020
Q4 | $448K | Sell |
14,765
-1,625
| -10% | -$49.3K | 0.1% | 94 |
|
|
2020
Q3 | $395K | Sell |
16,390
-493
| -3% | -$11.9K | 0.1% | 98 |
|
|
2020
Q2 | $401K | Sell |
16,883
-1,125
| -6% | -$26.7K | 0.11% | 89 |
|
|
2020
Q1 | $382K | Sell |
18,008
-3,141
| -15% | -$66.6K | 0.12% | 89 |
|
|
2019
Q4 | $745K | Hold |
21,149
| – | – | 0.18% | 57 |
|
|
2019
Q3 | $617K | Sell |
21,149
-755
| -3% | -$22K | 0.17% | 63 |
|
|
2019
Q2 | $635K | Sell |
21,904
-466
| -2% | -$13.5K | 0.18% | 57 |
|
|
2019
Q1 | $617K | Sell |
22,370
-625
| -3% | -$17.2K | 0.17% | 57 |
|
|
2018
Q4 | $567K | Buy |
22,995
+96
| +0.4% | +$2.37K | 0.18% | 55 |
|
|
2018
Q3 | $675K | Sell |
22,899
-1,150
| -5% | -$33.9K | 0.21% | 51 |
|
|
2018
Q2 | $678K | Buy |
24,049
+50
| +0.2% | +$1.41K | 0.23% | 50 |
|
|
2018
Q1 | $720K | Buy |
23,999
+12,615
| +111% | +$378K | 0.25% | 52 |
|
|
2017
Q4 | $336K | Buy |
+11,384
| New | +$336K | 0.12% | 91 |
|