J.W. Burns & Co’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 | $488K | Sell |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $578K | Sell |
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|
2024
Q3 | $542K | Sell |
|
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $2.61M | Sell |
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|
2023
Q1 | $3.47M | Sell |
|
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|
2022
Q4 | $4.15M | Sell |
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|
2022
Q3 | $3.87M | Buy |
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|
2022
Q2 | $3.89M | Sell |
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|
2022
Q1 | $5.19M | Buy |
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|
2021
Q4 | $4.9M | Sell |
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|
2021
Q3 | $4.68M | Buy |
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|
2021
Q2 | $4.42M | Buy |
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|
2021
Q1 | $4.08M | Buy |
|
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|
2020
Q4 | $3.11M | Buy |
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|
2020
Q3 | $2.44M | Sell |
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|
2020
Q2 | $2.43M | Buy |
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|
2020
Q1 | $2.04M | Buy |
|
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|
2019
Q4 | $3.24M | Buy |
|
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|
2019
Q3 | $2.35M | Sell |
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|
2019
Q2 | $2.33M | Buy |
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|
2019
Q1 | $2.17M | Buy |
|
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|
2018
Q4 | $1.64M | Sell |
|
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|
2018
Q3 | $1.99M | Buy |
|
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|
2018
Q2 | $1.88M | Buy |
|
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|
2018
Q1 | $1.87M | Buy |
|
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|
2017
Q4 | $1.58M | Buy |
|
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|
2017
Q3 | $1.08M | Buy |
|
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|
2017
Q2 | $929K | Buy |
|
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|
2017
Q1 | $850K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $141K | Sell |
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|
2016
Q1 | $146K | Sell |
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|
2015
Q4 | $189K | Sell |
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|
2015
Q3 | $186K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $175K | Sell |
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|
2014
Q2 | $203K | Sell |
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|
2014
Q1 | $248K | Sell |
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|
2013
Q4 | $242K | Buy |
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|
2013
Q3 | $206K | Buy |
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|
2013
Q2 | $187K | Buy |
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