Ironwood Investment Management’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
Q3 | $295K | Hold |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $361K | Sell |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $405K | Sell |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $235K | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $374K | Sell |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $318K | Hold |
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|
2019
Q1 | $303K | Sell |
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|
2018
Q4 | $272K | Hold |
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|
2018
Q3 | $325K | Hold |
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|
2018
Q2 | $311K | Sell |
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|
2018
Q1 | $332K | Sell |
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|
2017
Q4 | $329K | Hold |
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|
2017
Q3 | $283K | Hold |
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $267K | Hold |
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|
2016
Q4 | $250K | Sell |
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|
2016
Q3 | $183K | Hold |
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|
2016
Q2 | $155K | Sell |
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|
2016
Q1 | $160K | Sell |
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|
2015
Q4 | $200K | Hold |
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|
2015
Q3 | $185K | Sell |
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|
2015
Q2 | $203K | Sell |
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|
2015
Q1 | $184K | Sell |
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|
2014
Q4 | $302K | Buy |
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|
2014
Q3 | $285K | Hold |
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|
2014
Q2 | $257K | Buy |
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|
2014
Q1 | $241K | Buy |
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|
2013
Q4 | $186K | Sell |
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|
2013
Q3 | $170K | Sell |
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|
2013
Q2 | $159K | Buy |
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