Harvey Investment Company’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $689K | Hold |
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|
2024
Q3 | $622K | Hold |
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|
2024
Q2 | $624K | Hold |
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|
2024
Q1 | $595K | Hold |
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|
2023
Q4 | $528K | Hold |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $450K | Hold |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $474K | Hold |
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|
2022
Q2 | $488K | Hold |
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|
2022
Q1 | $647K | Hold |
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|
2021
Q4 | $698K | Hold |
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|
2021
Q3 | $666K | Hold |
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|
2021
Q2 | $647K | Hold |
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|
2021
Q1 | $607K | Hold |
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|
2020
Q4 | $475K | Hold |
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|
2020
Q3 | $378K | Hold |
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|
2020
Q2 | $373K | Hold |
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|
2020
Q1 | $333K | Hold |
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|
2019
Q4 | $552K | Buy |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $312K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Sell |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $222K | Hold |
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|
2017
Q4 | $218K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $170K | Buy |
|