GCA
Gradient Capital Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
22,791
-471
| -2% | -$22.3K | 0.32% | 62 |
|
|
2025
Q1 | $971K | Buy |
23,262
+74
| +0.3% | +$3.09K | 0.32% | 58 |
|
|
2024
Q4 | $1.02M | Buy |
23,188
+277
| +1% | +$12.2K | 0.33% | 60 |
|
|
2024
Q3 | $909K | Buy |
22,911
+378
| +2% | +$15K | 0.3% | 68 |
|
|
2024
Q2 | $896K | Sell |
22,533
-206
| -0.9% | -$8.19K | 0.32% | 64 |
|
|
2024
Q1 | $862K | Sell |
22,739
-1,813
| -7% | -$68.7K | 0.32% | 68 |
|
|
2023
Q4 | $827K | Sell |
24,552
-190
| -0.8% | -$6.4K | 0.31% | 72 |
|
|
2023
Q3 | $677K | Buy |
24,742
+93
| +0.4% | +$2.55K | 0.28% | 70 |
|
|
2023
Q2 | $707K | Sell |
24,649
-754
| -3% | -$21.6K | 0.28% | 71 |
|
|
2023
Q1 | $727K | Sell |
25,403
-178
| -0.7% | -$5.09K | 0.31% | 68 |
|
|
2022
Q4 | $847K | Buy |
25,581
+87
| +0.3% | +$2.88K | 0.39% | 62 |
|
|
2022
Q3 | $770K | Sell |
25,494
-72
| -0.3% | -$2.18K | 0.37% | 64 |
|
|
2022
Q2 | $796K | Buy |
25,566
+80
| +0.3% | +$2.49K | 0.38% | 57 |
|
|
2022
Q1 | $1.05M | Buy |
25,486
+114
| +0.4% | +$4.7K | 0.45% | 52 |
|
|
2021
Q4 | $1.13M | Sell |
25,372
-1,700
| -6% | -$75.6K | 0.47% | 50 |
|
|
2021
Q3 | $1.15M | Buy |
27,072
+845
| +3% | +$35.9K | 0.53% | 45 |
|
|
2021
Q2 | $1.08M | Buy |
26,227
+41
| +0.2% | +$1.69K | 0.51% | 45 |
|
|
2021
Q1 | $1.01M | Buy |
26,186
+60
| +0.2% | +$2.32K | 0.54% | 41 |
|
|
2020
Q4 | $792K | Sell |
26,126
-2,647
| -9% | -$80.2K | 0.45% | 48 |
|
|
2020
Q3 | $693K | Buy |
28,773
+4,247
| +17% | +$102K | 0.43% | 52 |
|
|
2020
Q2 | $583K | Buy |
24,526
+410
| +2% | +$9.75K | 0.39% | 55 |
|
|
2020
Q1 | $512K | Buy |
24,116
+851
| +4% | +$18.1K | 0.41% | 54 |
|
|
2019
Q4 | $819K | Buy |
23,265
+4,575
| +24% | +$161K | 0.57% | 42 |
|
|
2019
Q3 | $545K | Buy |
18,690
+444
| +2% | +$12.9K | 0.41% | 56 |
|
|
2019
Q2 | $529K | Buy |
18,246
+53
| +0.3% | +$1.54K | 0.41% | 52 |
|
|
2019
Q1 | $502K | Hold |
18,193
| – | – | 0.4% | 53 |
|
|
2018
Q4 | $448K | Buy |
18,193
+380
| +2% | +$9.36K | 0.39% | 53 |
|
|
2018
Q3 | $525K | Buy |
17,813
+42
| +0.2% | +$1.24K | 0.44% | 52 |
|
|
2018
Q2 | $501K | Buy |
17,771
+223
| +1% | +$6.29K | 0.47% | 47 |
|
|
2018
Q1 | $526K | Buy |
17,548
+1,203
| +7% | +$36.1K | 0.53% | 40 |
|
|
2017
Q4 | $483K | Buy |
+16,345
| New | +$483K | 0.49% | 41 |
|