GC
Gilbert & Cook’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Buy |
16,790
+932
| +6% | +$44.1K | 0.11% | 91 |
|
|
2025
Q1 | $662K | Sell |
15,858
-121
| -0.8% | -$5.05K | 0.1% | 101 |
|
|
2024
Q4 | $702K | Buy |
15,979
+28
| +0.2% | +$1.23K | 0.1% | 100 |
|
|
2024
Q3 | $633K | Sell |
15,951
-73
| -0.5% | -$2.9K | 0.09% | 106 |
|
|
2024
Q2 | $637K | Sell |
16,024
-1,346
| -8% | -$53.5K | 0.09% | 95 |
|
|
2024
Q1 | $659K | Sell |
17,370
-18
| -0.1% | -$683 | 0.09% | 109 |
|
|
2023
Q4 | $585K | Buy |
17,388
+662
| +4% | +$22.3K | 0.08% | 117 |
|
|
2023
Q3 | $458K | Buy |
16,726
+1,318
| +9% | +$36.1K | 0.07% | 134 |
|
|
2023
Q2 | $442K | Buy |
15,408
+843
| +6% | +$24.2K | 0.07% | 127 |
|
|
2023
Q1 | $417K | Buy |
14,565
+365
| +3% | +$10.4K | 0.07% | 122 |
|
|
2022
Q4 | $470K | Buy |
14,200
+160
| +1% | +$5.3K | 0.09% | 108 |
|
|
2022
Q3 | $507K | Sell |
14,040
-39
| -0.3% | -$1.41K | 0.11% | 100 |
|
|
2022
Q2 | $438K | Buy |
14,079
+510
| +4% | +$15.9K | 0.08% | 111 |
|
|
2022
Q1 | $559K | Buy |
13,569
+2,920
| +27% | +$120K | 0.09% | 96 |
|
|
2021
Q4 | $474K | Buy |
10,649
+338
| +3% | +$15K | 0.08% | 115 |
|
|
2021
Q3 | $438K | Buy |
10,311
+587
| +6% | +$24.9K | 0.08% | 123 |
|
|
2021
Q2 | $401K | Buy |
9,724
+453
| +5% | +$18.7K | 0.07% | 129 |
|
|
2021
Q1 | $359K | Buy |
9,271
+757
| +9% | +$29.3K | 0.07% | 128 |
|
|
2020
Q4 | $259K | Buy |
+8,514
| New | +$259K | 0.06% | 149 |
|
|
2020
Q1 | – | Sell |
-7,687
| Closed | -$271K | – | 130 |
|
|
2019
Q4 | $271K | Buy |
+7,687
| New | +$271K | 0.07% | 113 |
|