Ironwood Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
5,720
-19
| -0.3% | -$899 | 0.13% | 133 |
|
|
2025
Q1 | $239K | Sell |
5,739
-100
| -2% | -$4.17K | 0.13% | 132 |
|
|
2024
Q4 | $257K | Hold |
5,839
| – | – | 0.13% | 139 |
|
|
2024
Q3 | $232K | Sell |
5,839
-740
| -11% | -$29.4K | 0.11% | 140 |
|
|
2024
Q2 | $262K | Hold |
6,579
| – | – | 0.14% | 132 |
|
|
2024
Q1 | $249K | Sell |
6,579
-686
| -9% | -$26K | 0.12% | 145 |
|
|
2023
Q4 | $245K | Buy |
+7,265
| New | +$245K | 0.13% | 138 |
|
|
2023
Q3 | – | Sell |
-7,265
| Closed | -$208K | – | 165 |
|
|
2023
Q2 | $208K | Hold |
7,265
| – | – | 0.12% | 146 |
|
|
2023
Q1 | $208K | Sell |
7,265
-346
| -5% | -$9.9K | 0.13% | 141 |
|
|
2022
Q4 | $252K | Sell |
7,611
-1,100
| -13% | -$36.4K | 0.17% | 128 |
|
|
2022
Q3 | $263K | Hold |
8,711
| – | – | 0.18% | 130 |
|
|
2022
Q2 | $271K | Sell |
8,711
-40
| -0.5% | -$1.24K | 0.18% | 129 |
|
|
2022
Q1 | $361K | Sell |
8,751
-582
| -6% | -$24K | 0.2% | 127 |
|
|
2021
Q4 | $415K | Sell |
9,333
-200
| -2% | -$8.89K | 0.21% | 129 |
|
|
2021
Q3 | $405K | Sell |
9,533
-300
| -3% | -$12.7K | 0.21% | 124 |
|
|
2021
Q2 | $405K | Hold |
9,833
| – | – | 0.2% | 132 |
|
|
2021
Q1 | $380K | Sell |
9,833
-175
| -2% | -$6.76K | 0.2% | 131 |
|
|
2020
Q4 | $303K | Buy |
10,008
+100
| +1% | +$3.03K | 0.18% | 137 |
|
|
2020
Q3 | $239K | Hold |
9,908
| – | – | 0.17% | 139 |
|
|
2020
Q2 | $235K | Sell |
9,908
-36
| -0.4% | -$854 | 0.18% | 129 |
|
|
2020
Q1 | $211K | Sell |
9,944
-675
| -6% | -$14.3K | 0.21% | 129 |
|
|
2019
Q4 | $374K | Sell |
10,619
-13
| -0.1% | -$458 | 0.26% | 117 |
|
|
2019
Q3 | $310K | Sell |
10,632
-333
| -3% | -$9.71K | 0.23% | 123 |
|
|
2019
Q2 | $318K | Hold |
10,965
| – | – | 0.25% | 121 |
|
|
2019
Q1 | $303K | Sell |
10,965
-69
| -0.6% | -$1.91K | 0.25% | 126 |
|
|
2018
Q4 | $272K | Hold |
11,034
| – | – | 0.25% | 127 |
|
|
2018
Q3 | $325K | Hold |
11,034
| – | – | 0.23% | 133 |
|
|
2018
Q2 | $311K | Sell |
11,034
-25
| -0.2% | -$705 | 0.22% | 133 |
|
|
2018
Q1 | $332K | Sell |
11,059
-100
| -0.9% | -$3K | 0.24% | 131 |
|
|
2017
Q4 | $329K | Hold |
11,159
| – | – | 0.24% | 135 |
|
|
2017
Q3 | $283K | Hold |
11,159
| – | – | 0.2% | 139 |
|
|
2017
Q2 | $271K | Sell |
11,159
-167
| -1% | -$4.06K | 0.2% | 144 |
|
|
2017
Q1 | $267K | Hold |
11,326
| – | – | 0.2% | 148 |
|
|
2016
Q4 | $250K | Sell |
11,326
-369
| -3% | -$8.15K | 0.18% | 151 |
|
|
2016
Q3 | $183K | Hold |
11,695
| – | – | 0.14% | 159 |
|
|
2016
Q2 | $155K | Sell |
11,695
-160
| -1% | -$2.12K | 0.12% | 159 |
|
|
2016
Q1 | $160K | Sell |
11,855
-32
| -0.3% | -$432 | 0.1% | 156 |
|
|
2015
Q4 | $200K | Hold |
11,887
| – | – | 0.08% | 154 |
|
|
2015
Q3 | $185K | Sell |
11,887
-40
| -0.3% | -$623 | 0.07% | 148 |
|
|
2015
Q2 | $203K | Sell |
11,927
-35
| -0.3% | -$596 | 0.05% | 153 |
|
|
2015
Q1 | $184K | Sell |
11,962
-4,938
| -29% | -$76K | 0.03% | 157 |
|
|
2014
Q4 | $302K | Buy |
16,900
+160
| +1% | +$2.86K | 0.06% | 146 |
|
|
2014
Q3 | $285K | Hold |
16,740
| – | – | 0.05% | 149 |
|
|
2014
Q2 | $257K | Buy |
16,740
+2,747
| +20% | +$42.2K | 0.04% | 155 |
|
|
2014
Q1 | $241K | Buy |
13,993
+2,064
| +17% | +$35.5K | 0.04% | 148 |
|
|
2013
Q4 | $186K | Sell |
11,929
-355
| -3% | -$5.54K | 0.03% | 157 |
|
|
2013
Q3 | $170K | Sell |
12,284
-55
| -0.4% | -$761 | 0.03% | 152 |
|
|
2013
Q2 | $159K | Buy |
+12,339
| New | +$159K | 0.03% | 152 |
|