Ferguson Wellman Capital Management’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 | $720K | Buy |
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|
2025
Q2 | $659K | Sell |
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|
2025
Q1 | $859K | Buy |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $387K | Sell |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $319K | Sell |
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|
2020
Q3 | $434K | Hold |
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|
2020
Q2 | $428K | Sell |
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|
2020
Q1 | $387K | Sell |
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|
2019
Q4 | $821K | Buy |
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|
2019
Q3 | $608K | Sell |
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|
2019
Q2 | $632K | Hold |
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|
2019
Q1 | $601K | Sell |
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|
2018
Q4 | $542K | Buy |
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|
2018
Q3 | $609K | Sell |
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|
2018
Q2 | $589K | Sell |
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|
2018
Q1 | $630K | Buy |
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|
2017
Q4 | $581K | Buy |
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|
2017
Q3 | $484K | Sell |
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|
2017
Q2 | $498K | Sell |
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|
2017
Q1 | $500K | Sell |
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|
2016
Q4 | $660K | Buy |
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|
2016
Q3 | $329K | Sell |
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|
2016
Q2 | $373K | Sell |
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|
2016
Q1 | $14.1M | Sell |
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|
2015
Q4 | $31.4M | Buy |
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|
2015
Q3 | $28M | Buy |
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|
2015
Q2 | $22.8M | Buy |
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|
2015
Q1 | $20.3M | Buy |
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|
2014
Q4 | $23.1M | Buy |
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|
2014
Q3 | $21.2M | Buy |
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|
2014
Q2 | $18.9M | Buy |
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|
2014
Q1 | $20.9M | Buy |
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