J.W. Coons Advisors’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 | $392K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $519K | Sell |
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|
2021
Q2 | $546K | Hold |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $277K | Buy |
|