GIA
GHP Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Buy |
137,217
+3,617
| +3% | +$171K | 0.29% | 127 |
|
|
2025
Q1 | $5.58M | Buy |
133,600
+2,301
| +2% | +$96K | 0.27% | 137 |
|
|
2024
Q4 | $5.77M | Buy |
131,299
+950
| +0.7% | +$41.8K | 0.27% | 133 |
|
|
2024
Q3 | $5.17M | Buy |
130,349
+2,467
| +2% | +$97.9K | 0.24% | 147 |
|
|
2024
Q2 | $5.09M | Buy |
127,882
+1,557
| +1% | +$61.9K | 0.25% | 138 |
|
|
2024
Q1 | $4.79M | Buy |
126,325
+357
| +0.3% | +$13.5K | 0.24% | 150 |
|
|
2023
Q4 | $4.24M | Sell |
125,968
-1,375
| -1% | -$46.3K | 0.23% | 154 |
|
|
2023
Q3 | $3.41M | Buy |
127,343
+3,170
| +3% | +$84.8K | 0.21% | 159 |
|
|
2023
Q2 | $3.89M | Buy |
124,173
+5,717
| +5% | +$179K | 0.23% | 152 |
|
|
2023
Q1 | $3.39M | Buy |
118,456
+836
| +0.7% | +$23.9K | 0.22% | 161 |
|
|
2022
Q4 | $3.9M | Sell |
117,620
-2,240
| -2% | -$74.2K | 0.26% | 137 |
|
|
2022
Q3 | $3.62M | Buy |
119,860
+1,486
| +1% | +$44.9K | 0.28% | 131 |
|
|
2022
Q2 | $3.69M | Sell |
118,374
-967
| -0.8% | -$30.1K | 0.27% | 131 |
|
|
2022
Q1 | $4.92M | Buy |
119,341
+3,202
| +3% | +$132K | 0.32% | 113 |
|
|
2021
Q4 | $5.17M | Sell |
116,139
-341
| -0.3% | -$15.2K | 0.37% | 100 |
|
|
2021
Q3 | $4.95M | Buy |
116,480
+2,856
| +3% | +$121K | 0.39% | 94 |
|
|
2021
Q2 | $4.69M | Buy |
113,624
+3,582
| +3% | +$148K | 0.38% | 99 |
|
|
2021
Q1 | $4.26M | Sell |
110,042
-4,434
| -4% | -$172K | 0.37% | 102 |
|
|
2020
Q4 | $3.47M | Buy |
114,476
+2,996
| +3% | +$90.8K | 0.33% | 111 |
|
|
2020
Q3 | $2.69M | Buy |
111,480
+7,487
| +7% | +$180K | 0.3% | 122 |
|
|
2020
Q2 | $2.47M | Buy |
103,993
+4,918
| +5% | +$117K | 0.31% | 115 |
|
|
2020
Q1 | $2.1M | Buy |
99,075
+6,401
| +7% | +$136K | 0.32% | 102 |
|
|
2019
Q4 | $3.26M | Buy |
92,674
+4,048
| +5% | +$143K | 0.35% | 90 |
|
|
2019
Q3 | $2.59M | Buy |
88,626
+2,873
| +3% | +$83.8K | 0.32% | 104 |
|
|
2019
Q2 | $2.49M | Buy |
85,753
+5,318
| +7% | +$154K | 0.3% | 115 |
|
|
2019
Q1 | $2.22M | Buy |
80,435
+2,371
| +3% | +$65.4K | 0.29% | 119 |
|
|
2018
Q4 | $1.92M | Buy |
78,064
+14,063
| +22% | +$346K | 0.29% | 116 |
|
|
2018
Q3 | $1.89M | Buy |
64,001
+3,461
| +6% | +$102K | 0.25% | 125 |
|
|
2018
Q2 | $1.71M | Buy |
60,540
+5,517
| +10% | +$156K | 0.24% | 130 |
|
|
2018
Q1 | $1.65M | Buy |
55,023
+2,855
| +5% | +$85.6K | 0.23% | 130 |
|
|
2017
Q4 | $1.54M | Buy |
52,168
+1,080
| +2% | +$31.9K | 0.22% | 135 |
|
|
2017
Q3 | $1.3M | Buy |
51,088
+501
| +1% | +$12.7K | 0.2% | 144 |
|
|
2017
Q2 | $1.23M | Buy |
50,587
+2,258
| +5% | +$54.8K | 0.19% | 149 |
|
|
2017
Q1 | $1.14M | Buy |
48,329
+1,492
| +3% | +$35.2K | 0.2% | 147 |
|
|
2016
Q4 | $1.04M | Buy |
46,837
+13,680
| +41% | +$302K | 0.19% | 148 |
|
|
2016
Q3 | $519K | Sell |
33,157
-3,486
| -10% | -$54.6K | 0.11% | 204 |
|
|
2016
Q2 | $486K | Sell |
36,643
-83
| -0.2% | -$1.1K | 0.1% | 208 |
|
|
2016
Q1 | $497K | Buy |
36,726
+4,545
| +14% | +$61.5K | 0.11% | 201 |
|
|
2015
Q4 | $542K | Sell |
32,181
-3,243
| -9% | -$54.6K | 0.13% | 182 |
|
|
2015
Q3 | $552K | Buy |
35,424
+9,985
| +39% | +$156K | 0.14% | 169 |
|
|
2015
Q2 | $455K | Buy |
25,439
+2,145
| +9% | +$38.4K | 0.11% | 190 |
|
|
2015
Q1 | $358K | Buy |
23,294
+2,019
| +9% | +$31K | 0.09% | 208 |
|
|
2014
Q4 | $381K | Sell |
21,275
-13,518
| -39% | -$242K | 0.1% | 198 |
|
|
2014
Q3 | $593K | Buy |
34,793
+8,074
| +30% | +$138K | 0.17% | 144 |
|
|
2014
Q2 | $411K | Buy |
26,719
+1,022
| +4% | +$15.7K | 0.12% | 183 |
|
|
2014
Q1 | $442K | Buy |
25,697
+895
| +4% | +$15.4K | 0.14% | 169 |
|
|
2013
Q4 | $386K | Buy |
24,802
+1,075
| +5% | +$16.7K | 0.13% | 179 |
|
|
2013
Q3 | $327K | Buy |
23,727
+1,082
| +5% | +$14.9K | 0.12% | 194 |
|
|
2013
Q2 | $291K | Buy |
+22,645
| New | +$291K | 0.12% | 198 |
|