GWM
Graybill Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
94,015
+1,224
| +1% | +$57.9K | 1.45% | 32 |
|
|
2025
Q1 | $3.87M | Buy |
+92,791
| New | +$3.87M | 1.33% | 34 |
|
|
2024
Q3 | $4.76M | Buy |
119,841
+1,490
| +1% | +$59.1K | 1.76% | 28 |
|
|
2024
Q2 | $4.71M | Buy |
118,351
+105
| +0.1% | +$4.18K | 1.91% | 27 |
|
|
2024
Q1 | $4.48M | Buy |
118,246
+2,050
| +2% | +$77.7K | 1.89% | 29 |
|
|
2023
Q4 | $3.91M | Buy |
116,196
+273
| +0.2% | +$9.19K | 1.73% | 28 |
|
|
2023
Q3 | $3.17M | Sell |
115,923
-1,044
| -0.9% | -$28.6K | 1.55% | 32 |
|
|
2023
Q2 | $3.36M | Buy |
116,967
+1,903
| +2% | +$54.6K | 1.59% | 31 |
|
|
2023
Q1 | $3.29M | Buy |
115,064
+1,266
| +1% | +$36.2K | 1.68% | 30 |
|
|
2022
Q4 | $3.77M | Buy |
113,798
+31,132
| +38% | +$1.03M | 2.04% | 23 |
|
|
2022
Q3 | $2.5M | Buy |
82,666
+1,037
| +1% | +$31.3K | 1.48% | 36 |
|
|
2022
Q2 | $2.54M | Sell |
81,629
-1,448
| -2% | -$45.1K | 1.41% | 39 |
|
|
2022
Q1 | $3.42M | Buy |
83,077
+2,093
| +3% | +$86.3K | 1.67% | 36 |
|
|
2021
Q4 | $3.6M | Sell |
80,984
-436
| -0.5% | -$19.4K | 1.63% | 33 |
|
|
2021
Q3 | $3.46M | Sell |
81,420
-62
| -0.1% | -$2.63K | 1.7% | 30 |
|
|
2021
Q2 | $3.36M | Sell |
81,482
-33,475
| -29% | -$1.38M | 1.66% | 33 |
|
|
2021
Q1 | $4.45M | Sell |
114,957
-4,041
| -3% | -$156K | 2.36% | 18 |
|
|
2020
Q4 | $3.61M | Sell |
118,998
-780
| -0.7% | -$23.6K | 2.03% | 23 |
|
|
2020
Q3 | $2.89M | Buy |
119,778
+515
| +0.4% | +$12.4K | 1.88% | 29 |
|
|
2020
Q2 | $2.83M | Sell |
119,263
-2,475
| -2% | -$58.8K | 2.08% | 25 |
|
|
2020
Q1 | $2.59M | Sell |
121,738
-2,527
| -2% | -$53.7K | 2.28% | 25 |
|
|
2019
Q4 | $4.38M | Sell |
124,265
-3,108
| -2% | -$109K | 2.73% | 12 |
|
|
2019
Q3 | $3.72M | Buy |
127,373
+245
| +0.2% | +$7.15K | 2.51% | 17 |
|
|
2019
Q2 | $3.69M | Sell |
127,128
-520
| -0.4% | -$15.1K | 2.53% | 21 |
|
|
2019
Q1 | $3.52M | Sell |
127,648
-134
| -0.1% | -$3.7K | 2.46% | 19 |
|
|
2018
Q4 | $3.15M | Buy |
127,782
+7,055
| +6% | +$174K | 2.62% | 16 |
|
|
2018
Q3 | $3.56M | Sell |
120,727
-1,930
| -2% | -$56.9K | 2.58% | 16 |
|
|
2018
Q2 | $3.46M | Sell |
122,657
-1,915
| -2% | -$54K | 2.65% | 14 |
|
|
2018
Q1 | $3.74M | Sell |
124,572
-830
| -0.7% | -$24.9K | 2.84% | 12 |
|
|
2017
Q4 | $3.7M | Sell |
125,402
-105
| -0.1% | -$3.1K | 2.67% | 11 |
|
|
2017
Q3 | $3.18M | Buy |
125,507
+275
| +0.2% | +$6.97K | 2.35% | 20 |
|
|
2017
Q2 | $3.04M | Buy |
125,232
+2,236
| +2% | +$54.2K | 2.4% | 22 |
|
|
2017
Q1 | $2.9M | Sell |
122,996
-61,220
| -33% | -$1.44M | 2.3% | 25 |
|
|
2016
Q4 | $4.07M | Buy |
184,216
+3,835
| +2% | +$84.8K | 3.47% | 3 |
|
|
2016
Q3 | $2.82M | Buy |
180,381
+2,030
| +1% | +$31.8K | 2.62% | 19 |
|
|
2016
Q2 | $2.37M | Sell |
178,351
-4,550
| -2% | -$60.4K | 2.19% | 25 |
|
|
2016
Q1 | $2.47M | Buy |
182,901
+2,710
| +2% | +$36.6K | 2.23% | 26 |
|
|
2015
Q4 | $3.03M | Sell |
180,191
-5,445
| -3% | -$91.7K | 2.62% | 14 |
|
|
2015
Q3 | $2.89M | Buy |
185,636
+4,335
| +2% | +$67.5K | 2.37% | 16 |
|
|
2015
Q2 | $3.09M | Sell |
181,301
-1,115
| -0.6% | -$19K | 2.28% | 15 |
|
|
2015
Q1 | $2.81M | Buy |
182,416
+1,705
| +0.9% | +$26.2K | 2.11% | 25 |
|
|
2014
Q4 | $3.23M | Buy |
180,711
+700
| +0.4% | +$12.5K | 2.45% | 11 |
|
|
2014
Q3 | $3.07M | Buy |
180,011
+2,470
| +1% | +$42.1K | 2.35% | 10 |
|
|
2014
Q2 | $2.73M | Buy |
177,541
+575
| +0.3% | +$8.84K | 2.11% | 21 |
|
|
2014
Q1 | $3.04M | Buy |
176,966
+525
| +0.3% | +$9.03K | 2.51% | 11 |
|
|
2013
Q4 | $2.75M | Buy |
176,441
+1,716
| +1% | +$26.7K | 2.4% | 15 |
|
|
2013
Q3 | $2.41M | Sell |
174,725
-4,295
| -2% | -$59.3K | 2.06% | 19 |
|
|
2013
Q2 | $2.3M | Buy |
+179,020
| New | +$2.3M | 2.07% | 21 |
|