FCMC
Founders Capital Management (Connecticut)’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
10,511
| – | – | 0.08% | 60 |
|
|
2025
Q1 | $439K | Sell |
10,511
-1,920
| -15% | -$80.1K | 0.08% | 59 |
|
|
2024
Q4 | $546K | Hold |
12,431
| – | – | 0.1% | 55 |
|
|
2024
Q3 | $493K | Sell |
12,431
-6,040
| -33% | -$240K | 0.09% | 60 |
|
|
2024
Q2 | $735K | Sell |
18,471
-314
| -2% | -$12.5K | 0.13% | 50 |
|
|
2024
Q1 | $712K | Hold |
18,785
| – | – | 0.13% | 50 |
|
|
2023
Q4 | $632K | Hold |
18,785
| – | – | 0.13% | 52 |
|
|
2023
Q3 | $514K | Sell |
18,785
-157
| -0.8% | -$4.3K | 0.12% | 53 |
|
|
2023
Q2 | $543K | Sell |
18,942
-3
| -0% | -$86 | 0.12% | 53 |
|
|
2023
Q1 | $542K | Buy |
18,945
+175
| +0.9% | +$5.01K | 0.13% | 51 |
|
|
2022
Q4 | $622K | Hold |
18,770
| – | – | 0.17% | 51 |
|
|
2022
Q3 | $567K | Hold |
18,770
| – | – | 0.16% | 52 |
|
|
2022
Q2 | $584K | Hold |
18,770
| – | – | 0.15% | 52 |
|
|
2022
Q1 | $774K | Hold |
18,770
| – | – | 0.17% | 47 |
|
|
2021
Q4 | $835K | Sell |
18,770
-5,080
| -21% | -$226K | 0.18% | 42 |
|
|
2021
Q3 | $1.01M | Sell |
23,850
-5,000
| -17% | -$212K | 0.26% | 38 |
|
|
2021
Q2 | $1.19M | Buy |
28,850
+635
| +2% | +$26.2K | 0.29% | 43 |
|
|
2021
Q1 | $1.09M | Buy |
28,215
+945
| +3% | +$36.6K | 0.27% | 44 |
|
|
2020
Q4 | $827K | Hold |
27,270
| – | – | 0.24% | 44 |
|
|
2020
Q3 | $657K | Hold |
27,270
| – | – | 0.21% | 42 |
|
|
2020
Q2 | $648K | Buy |
27,270
+15,680
| +135% | +$373K | 0.22% | 42 |
|
|
2020
Q1 | $246K | Buy |
11,590
+4,739
| +69% | +$101K | 0.1% | 55 |
|
|
2019
Q4 | $241K | Buy |
+6,851
| New | +$241K | 0.08% | 54 |
|