Ironwood Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,029
| Closed | -$230K | – | 219 |
|
|
2023
Q1 | $230K | Sell |
8,029
-678
| -8% | -$22.4K | 0.05% | 187 |
|
|
2022
Q4 | $288K | Buy |
+8,707
| New | +$300K | 0.07% | 170 |
|
|
2021
Q3 | – | Sell |
-4,988
| Closed | -$205K | – | 202 |
|
|
2021
Q2 | $205K | Sell |
4,988
-225
| -4% | -$9.22K | 0.05% | 196 |
|
|
2021
Q1 | $201K | Sell |
5,213
-2,771
| -35% | -$95.6K | 0.06% | 195 |
|
|
2020
Q4 | $241K | Sell |
7,984
-4,503
| -36% | -$121K | 0.05% | 186 |
|
|
2020
Q3 | $300K | Buy |
12,487
+323
| +3% | +$8.04K | 0.08% | 156 |
|
|
2020
Q2 | $288K | Sell |
12,164
-2,477
| -17% | -$58.5K | 0.09% | 153 |
|
|
2020
Q1 | $310K | Buy |
14,641
+6,588
| +82% | +$197K | 0.12% | 122 |
|
|
2019
Q4 | $283K | Sell |
8,053
-4,471
| -36% | -$144K | 0.1% | 144 |
|
|
2019
Q3 | $365K | Buy |
+12,524
| New | +$360K | 0.13% | 106 |
|
|
2018
Q3 | – | Sell |
-10,576
| Closed | -$1.97M | – | 151 |
|
|
2018
Q2 | $1.97M | Buy |
10,576
+3,624
| +52% | +$108K | 0.86% | 36 |
|
|
2018
Q1 | $208K | Sell |
6,952
-43,071
| -86% | -$1.35M | 0.09% | 130 |
|
|
2017
Q4 | $1.48M | Buy |
50,023
+765
| +2% | +$21.1K | 0.54% | 48 |
|
|
2017
Q3 | $1.25M | Buy |
49,258
+133
| +0.3% | +$3.23K | 0.51% | 47 |
|
|
2017
Q2 | $1.19M | Sell |
49,125
-726
| -1% | -$16.9K | 0.45% | 57 |
|
|
2017
Q1 | $1.18M | Buy |
49,851
+1,737
| +4% | +$41.2K | 0.49% | 55 |
|
|
2016
Q4 | $1.06M | Buy |
48,114
+2,000
| +4% | +$38.5K | 0.47% | 58 |
|
|
2016
Q3 | $722K | Buy |
46,114
+4,083
| +10% | +$60.8K | 0.34% | 70 |
|
|
2016
Q2 | $558K | Sell |
42,031
-2,469
| -6% | -$34.7K | 0.33% | 77 |
|
|
2016
Q1 | $601K | Buy |
44,500
+1,212
| +3% | +$16.4K | 0.31% | 72 |
|
|
2015
Q4 | $729K | Buy |
43,288
+1,124
| +3% | +$19K | 0.42% | 68 |
|
|
2015
Q3 | $656K | Buy |
42,164
+133
| +0.3% | +$2.24K | 0.36% | 73 |
|
|
2015
Q2 | $715K | Sell |
42,031
-577
| -1% | -$9.51K | 0.36% | 70 |
|
|
2015
Q1 | $656K | Buy |
42,608
+134
| +0.3% | +$2.15K | 0.33% | 75 |
|
|
2014
Q4 | $760K | Buy |
42,474
+615
| +1% | +$10.5K | 0.38% | 66 |
|
|
2014
Q3 | $714K | Buy |
41,859
+150
| +0.4% | +$2.39K | 0.38% | 70 |
|
|
2014
Q2 | $641K | Sell |
41,709
-100
| -0.2% | -$1.55K | 0.33% | 74 |
|
|
2014
Q1 | $719K | Sell |
41,809
-6,876
| -14% | -$116K | 0.39% | 69 |
|
|
2013
Q4 | $758K | Sell |
48,685
-1,342
| -3% | -$19.9K | 0.43% | 63 |
|
|
2013
Q3 | $690K | Sell |
50,027
-477
| -0.9% | -$6.81K | 0.46% | 61 |
|
|
2013
Q2 | $649K | Buy |
+50,504
| New | +$644K | 0.42% | 64 |
|
Other funds holding BAC
Ironwood Investment Counsel's BAC Position: Q2 2023 in Review
Ironwood Investment Counsel sold out of Bank of America (BAC) in Q2 2023, closing a stake of 8,029 shares — an estimated $230K sold.
Ironwood Investment Counsel first reported a position in BAC in Q2 2013 and held it in 31 quarters. The position peaked at $1.97M in Q2 2018. 2,645 funds tracked by Wall St. Rank hold BAC as of Q2 2023.
- Ironwood Investment Counsel reported no remaining Bank of America position as of Q2 2023 after selling out during the quarter.
- Ironwood Investment Counsel sold 8,029 Bank of America shares in Q2 2023, an estimated $230K.
- Ironwood Investment Counsel first reported a position in Bank of America in Q2 2013 and held it in 31 quarters.
- Ironwood Investment Counsel's Bank of America position peaked at $1.97M in Q2 2018.
- 2,645 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.
Based on Ironwood Investment Counsel's 13F filing for Q2 2023, filed 8 Aug 2023.