Godshalk Welsh Capital Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
45,320
-675
| -1% | -$31.9K | 1.32% | 19 |
|
|
2025
Q1 | $1.92M | Sell |
45,995
-900
| -2% | -$37.6K | 1.26% | 22 |
|
|
2024
Q4 | $2.06M | Sell |
46,895
-250
| -0.5% | -$11K | 1.33% | 20 |
|
|
2024
Q3 | $1.87M | Hold |
47,145
| – | – | 1.18% | 25 |
|
|
2024
Q2 | $1.87M | Sell |
47,145
-750
| -2% | -$29.8K | 1.25% | 23 |
|
|
2024
Q1 | $1.82M | Hold |
47,895
| – | – | 1.22% | 26 |
|
|
2023
Q4 | $1.61M | Sell |
47,895
-2,305
| -5% | -$77.6K | 1.16% | 28 |
|
|
2023
Q3 | $1.37M | Hold |
50,200
| – | – | 1.04% | 33 |
|
|
2023
Q2 | $1.44M | Buy |
50,200
+75
| +0.1% | +$2.15K | 0.99% | 34 |
|
|
2023
Q1 | $1.43M | Hold |
50,125
| – | – | 1.01% | 33 |
|
|
2022
Q4 | $1.66M | Sell |
50,125
-1,120
| -2% | -$37.1K | 1.21% | 26 |
|
|
2022
Q3 | $1.55M | Buy |
51,245
+1,095
| +2% | +$33.1K | 1.14% | 29 |
|
|
2022
Q2 | $1.56M | Sell |
50,150
-350
| -0.7% | -$10.9K | 1.12% | 33 |
|
|
2022
Q1 | $2.08M | Sell |
50,500
-250
| -0.5% | -$10.3K | 1.28% | 26 |
|
|
2021
Q4 | $2.26M | Sell |
50,750
-1,125
| -2% | -$50.1K | 1.29% | 25 |
|
|
2021
Q3 | $2.2M | Sell |
51,875
-100
| -0.2% | -$4.25K | 1.37% | 23 |
|
|
2021
Q2 | $1.97M | Sell |
51,975
-250
| -0.5% | -$9.49K | 1.22% | 29 |
|
|
2021
Q1 | $2.02M | Sell |
52,225
-1,000
| -2% | -$38.7K | 1.41% | 21 |
|
|
2020
Q4 | $1.61M | Hold |
53,225
| – | – | 1.19% | 30 |
|
|
2020
Q3 | $1.28M | Buy |
53,225
+850
| +2% | +$20.5K | 1.08% | 31 |
|
|
2020
Q2 | $1.24M | Buy |
52,375
+150
| +0.3% | +$3.56K | 1.17% | 29 |
|
|
2020
Q1 | $1.11M | Hold |
52,225
| – | – | 1.21% | 28 |
|
|
2019
Q4 | $1.84M | Sell |
52,225
-350
| -0.7% | -$12.3K | 1.52% | 20 |
|
|
2019
Q3 | $1.53M | Hold |
52,575
| – | – | 1.36% | 23 |
|
|
2019
Q2 | $1.53M | Hold |
52,575
| – | – | 1.41% | 23 |
|
|
2019
Q1 | $1.45M | Buy |
52,575
+1,700
| +3% | +$46.9K | 1.39% | 24 |
|
|
2018
Q4 | $1.25M | Buy |
50,875
+1,200
| +2% | +$29.6K | 1.4% | 24 |
|
|
2018
Q3 | $1.46M | Buy |
49,675
+175
| +0.4% | +$5.15K | 1.42% | 23 |
|
|
2018
Q2 | $1.4M | Sell |
49,500
-100
| -0.2% | -$2.82K | 1.46% | 22 |
|
|
2018
Q1 | $1.49M | Sell |
49,600
-500
| -1% | -$15K | 1.6% | 18 |
|
|
2017
Q4 | $1.48M | Sell |
50,100
-3,375
| -6% | -$99.6K | 1.5% | 19 |
|
|
2017
Q3 | $1.36M | Sell |
53,475
-3,775
| -7% | -$95.7K | 1.36% | 20 |
|
|
2017
Q2 | $1.39M | Sell |
57,250
-1,500
| -3% | -$36.4K | 1.38% | 19 |
|
|
2017
Q1 | $1.39M | Hold |
58,750
| – | – | 1.36% | 20 |
|
|
2016
Q4 | $1.3M | Sell |
58,750
-4,050
| -6% | -$89.5K | 1.33% | 22 |
|
|
2016
Q3 | $983K | Buy |
62,800
+3,650
| +6% | +$57.1K | 1.02% | 31 |
|
|
2016
Q2 | $785K | Buy |
59,150
+1,800
| +3% | +$23.9K | 0.83% | 45 |
|
|
2016
Q1 | $775K | Buy |
57,350
+10,850
| +23% | +$147K | 0.8% | 45 |
|
|
2015
Q4 | $783K | Buy |
46,500
+2,900
| +7% | +$48.8K | 0.82% | 43 |
|
|
2015
Q3 | $679K | Buy |
43,600
+2,350
| +6% | +$36.6K | 0.74% | 51 |
|
|
2015
Q2 | $702K | Buy |
41,250
+1,500
| +4% | +$25.5K | 0.71% | 57 |
|
|
2015
Q1 | $612K | Buy |
39,750
+2,700
| +7% | +$41.6K | 0.63% | 68 |
|
|
2014
Q4 | $663K | Buy |
+37,050
| New | +$663K | 0.6% | 62 |
|