HDIM
Hanson & Doremus Investment Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
4,813
| – | – | 0.03% | 187 |
|
|
2025
Q1 | $201K | Buy |
4,813
+2,500
| +108% | +$104K | 0.03% | 190 |
|
|
2024
Q4 | $102K | Sell |
2,313
-65
| -3% | -$2.87K | 0.02% | 240 |
|
|
2024
Q3 | $94K | Hold |
2,378
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $95K | Hold |
2,378
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $90K | Sell |
2,378
-106
| -4% | -$4.01K | 0.02% | 256 |
|
|
2023
Q4 | $84K | Buy |
2,484
+287
| +13% | +$9.71K | 0.02% | 259 |
|
|
2023
Q3 | $60K | Buy |
2,197
+250
| +13% | +$6.83K | 0.01% | 280 |
|
|
2023
Q2 | $56K | Hold |
1,947
| – | – | 0.01% | 286 |
|
|
2023
Q1 | $56K | Hold |
1,947
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $64K | Hold |
1,947
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $59K | Hold |
1,947
| – | – | 0.02% | 278 |
|
|
2022
Q2 | $61K | Sell |
1,947
-208
| -10% | -$6.52K | 0.01% | 278 |
|
|
2022
Q1 | $89K | Sell |
2,155
-31
| -1% | -$1.28K | 0.02% | 263 |
|
|
2021
Q4 | $97K | Buy |
2,186
+525
| +32% | +$23.3K | 0.02% | 256 |
|
|
2021
Q3 | $71K | Sell |
1,661
-863
| -34% | -$36.9K | 0.02% | 271 |
|
|
2021
Q2 | $61K | Buy |
2,524
+863
| +52% | +$20.9K | 0.02% | 248 |
|
|
2021
Q1 | $64K | Buy |
1,661
+219
| +15% | +$8.44K | 0.01% | 281 |
|
|
2020
Q4 | $44K | Sell |
1,442
-1,082
| -43% | -$33K | 0.01% | 292 |
|
|
2020
Q3 | $61K | Sell |
2,524
-714
| -22% | -$17.3K | 0.02% | 248 |
|
|
2020
Q2 | $77K | Hold |
3,238
| – | – | 0.02% | 227 |
|
|
2020
Q1 | $69K | Sell |
3,238
-100
| -3% | -$2.13K | 0.02% | 227 |
|
|
2019
Q4 | $118K | Hold |
3,338
| – | – | 0.03% | 215 |
|
|
2019
Q3 | $97K | Hold |
3,338
| – | – | 0.03% | 233 |
|
|
2019
Q2 | $97K | Hold |
3,338
| – | – | 0.03% | 234 |
|
|
2019
Q1 | $92K | Buy |
3,338
+744
| +29% | +$20.5K | 0.03% | 227 |
|
|
2018
Q4 | $64K | Hold |
2,594
| – | – | 0.02% | 242 |
|
|
2018
Q3 | $76K | Hold |
2,594
| – | – | 0.02% | 248 |
|
|
2018
Q2 | $73K | Hold |
2,594
| – | – | 0.02% | 258 |
|
|
2018
Q1 | $78K | Buy |
2,594
+714
| +38% | +$21.5K | 0.02% | 261 |
|
|
2017
Q4 | $55K | Hold |
1,880
| – | – | 0.02% | 289 |
|
|
2017
Q3 | $48K | Buy |
1,880
+188
| +11% | +$4.8K | 0.02% | 286 |
|
|
2017
Q2 | $41K | Hold |
1,692
| – | – | 0.02% | 295 |
|
|
2017
Q1 | $40K | Buy |
1,692
+550
| +48% | +$13K | 0.02% | 287 |
|
|
2016
Q4 | $25.2K | Sell |
1,142
-200
| -15% | -$4.42K | 0.01% | 311 |
|
|
2016
Q3 | $21K | Hold |
1,342
| – | – | 0.01% | 309 |
|
|
2016
Q2 | $18K | Hold |
1,342
| – | – | 0.01% | 318 |
|
|
2016
Q1 | $18K | Hold |
1,342
| – | – | 0.01% | 325 |
|
|
2015
Q4 | $23K | Hold |
1,342
| – | – | 0.01% | 320 |
|
|
2015
Q3 | $21K | Hold |
1,342
| – | – | 0.01% | 314 |
|
|
2015
Q2 | $23K | Hold |
1,342
| – | – | 0.01% | 320 |
|
|
2015
Q1 | $21K | Sell |
1,342
-1,662
| -55% | -$26K | 0.01% | 328 |
|
|
2014
Q4 | $54K | Buy |
3,004
+2,370
| +374% | +$42.6K | 0.02% | 252 |
|
|
2014
Q3 | $11K | Hold |
634
| – | – | 0.01% | 357 |
|
|
2014
Q2 | $10K | Hold |
634
| – | – | ﹤0.01% | 365 |
|
|
2014
Q1 | $11K | Hold |
634
| – | – | 0.01% | 352 |
|
|
2013
Q4 | $10K | Hold |
634
| – | – | ﹤0.01% | 363 |
|
|
2013
Q3 | $9K | Buy |
634
+200
| +46% | +$2.84K | ﹤0.01% | 353 |
|
|
2013
Q2 | $6K | Buy |
+434
| New | +$6K | ﹤0.01% | 329 |
|