KIA
KCM Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
364,645
+2,835
| +0.8% | +$134K | 0.58% | 44 |
|
|
2025
Q1 | $15.1M | Sell |
361,810
-27,100
| -7% | -$1.13M | 0.54% | 46 |
|
|
2024
Q4 | $17.1M | Sell |
388,910
-17,855
| -4% | -$785K | 0.59% | 43 |
|
|
2024
Q3 | $16.1M | Sell |
406,765
-10,184
| -2% | -$404K | 0.55% | 46 |
|
|
2024
Q2 | $16.6M | Sell |
416,949
-16,447
| -4% | -$654K | 0.6% | 44 |
|
|
2024
Q1 | $16.4M | Sell |
433,396
-51,758
| -11% | -$1.96M | 0.61% | 45 |
|
|
2023
Q4 | $16.3M | Sell |
485,154
-35,063
| -7% | -$1.18M | 0.65% | 44 |
|
|
2023
Q3 | $14.2M | Sell |
520,217
-18,322
| -3% | -$502K | 0.61% | 45 |
|
|
2023
Q2 | $15.5M | Sell |
538,539
-41,251
| -7% | -$1.18M | 0.62% | 47 |
|
|
2023
Q1 | $16.6M | Buy |
579,790
+26,025
| +5% | +$744K | 0.67% | 43 |
|
|
2022
Q4 | $18.3M | Sell |
553,765
-2,688
| -0.5% | -$89K | 0.79% | 38 |
|
|
2022
Q3 | $16.8M | Sell |
556,453
-19,056
| -3% | -$575K | 0.78% | 39 |
|
|
2022
Q2 | $17.9M | Sell |
575,509
-38,296
| -6% | -$1.19M | 0.78% | 41 |
|
|
2022
Q1 | $25.3M | Buy |
613,805
+60,675
| +11% | +$2.5M | 0.93% | 31 |
|
|
2021
Q4 | $24.6M | Buy |
553,130
+122,902
| +29% | +$5.47M | 0.86% | 38 |
|
|
2021
Q3 | $18.3M | Buy |
430,228
+159,020
| +59% | +$6.75M | 0.73% | 46 |
|
|
2021
Q2 | $11.2M | Sell |
271,208
-3,162
| -1% | -$130K | 0.45% | 57 |
|
|
2021
Q1 | $10.6M | Buy |
274,370
+6,447
| +2% | +$249K | 0.47% | 57 |
|
|
2020
Q4 | $8.12M | Buy |
267,923
+35,086
| +15% | +$1.06M | 0.39% | 61 |
|
|
2020
Q3 | $5.61M | Sell |
232,837
-45,681
| -16% | -$1.1M | 0.31% | 72 |
|
|
2020
Q2 | $6.62M | Buy |
278,518
+13,347
| +5% | +$317K | 0.37% | 64 |
|
|
2020
Q1 | $5.63M | Sell |
265,171
-9,969
| -4% | -$212K | 0.38% | 67 |
|
|
2019
Q4 | $9.69M | Sell |
275,140
-6,064
| -2% | -$214K | 0.53% | 54 |
|
|
2019
Q3 | $8.2M | Sell |
281,204
-4,058
| -1% | -$118K | 0.48% | 63 |
|
|
2019
Q2 | $8.27M | Sell |
285,262
-6,320
| -2% | -$183K | 0.5% | 57 |
|
|
2019
Q1 | $8.05M | Sell |
291,582
-11,579
| -4% | -$319K | 0.52% | 57 |
|
|
2018
Q4 | $7.47M | Buy |
303,161
+1,358
| +0.4% | +$33.5K | 0.49% | 55 |
|
|
2018
Q3 | $8.89M | Sell |
301,803
-398
| -0.1% | -$11.7K | 0.51% | 49 |
|
|
2018
Q2 | $8.52M | Sell |
302,201
-2,430
| -0.8% | -$68.5K | 0.52% | 47 |
|
|
2018
Q1 | $9.14M | Sell |
304,631
-7,082
| -2% | -$212K | 0.56% | 45 |
|
|
2017
Q4 | $9.2M | Sell |
311,713
-8,900
| -3% | -$263K | 0.54% | 50 |
|
|
2017
Q3 | $8.12M | Sell |
320,613
-6,354
| -2% | -$161K | 0.5% | 55 |
|
|
2017
Q2 | $7.93M | Sell |
326,967
-26,391
| -7% | -$640K | 0.5% | 55 |
|
|
2017
Q1 | $8.34M | Sell |
353,358
-40,359
| -10% | -$952K | 0.53% | 52 |
|
|
2016
Q4 | $8.7M | Buy |
393,717
+4,884
| +1% | +$108K | 0.59% | 46 |
|
|
2016
Q3 | $6.09M | Sell |
388,833
-13,988
| -3% | -$219K | 0.42% | 69 |
|
|
2016
Q2 | $5.35M | Buy |
402,821
+14,284
| +4% | +$190K | 0.37% | 79 |
|
|
2016
Q1 | $5.25M | Buy |
388,537
+21,843
| +6% | +$295K | 0.39% | 76 |
|
|
2015
Q4 | $6.17M | Sell |
366,694
-5,713
| -2% | -$96.1K | 0.49% | 59 |
|
|
2015
Q3 | $5.8M | Buy |
372,407
+1,843
| +0.5% | +$28.7K | 0.48% | 56 |
|
|
2015
Q2 | $6.31M | Sell |
370,564
-868
| -0.2% | -$14.8K | 0.5% | 52 |
|
|
2015
Q1 | $5.72M | Buy |
371,432
+198,984
| +115% | +$3.06M | 0.46% | 62 |
|
|
2014
Q4 | $3.09M | Buy |
172,448
+6,245
| +4% | +$112K | 0.26% | 113 |
|
|
2014
Q3 | $2.83M | Buy |
166,203
+25,791
| +18% | +$440K | 0.26% | 111 |
|
|
2014
Q2 | $2.16M | Buy |
140,412
+1,958
| +1% | +$30.1K | 0.2% | 137 |
|
|
2014
Q1 | $2.38M | Buy |
138,454
+2,919
| +2% | +$50.2K | 0.25% | 120 |
|
|
2013
Q4 | $2.11M | Buy |
135,535
+43,123
| +47% | +$671K | 0.23% | 130 |
|
|
2013
Q3 | $1.28M | Buy |
92,412
+3,299
| +4% | +$45.5K | 0.15% | 173 |
|
|
2013
Q2 | $1.15M | Buy |
+89,113
| New | +$1.15M | 0.14% | 177 |
|