LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $523K | Buy |
|
|||||
|
2022
Q4 | $603K | Hold |
|
|||||
|
2022
Q3 | $550K | Buy |
|
|||||
|
2022
Q2 | $555K | Hold |
|
|||||
|
2022
Q1 | $735K | Hold |
|
|||||
|
2021
Q4 | $794K | Buy |
|
|||||
|
2021
Q3 | $736K | Hold |
|
|||||
|
2021
Q2 | $715K | Hold |
|
|||||
|
2021
Q1 | $671K | Hold |
|
|||||
|
2020
Q4 | $526K | Buy |
|
|||||
|
2020
Q3 | $394K | Buy |
|
|||||
|
2020
Q2 | $204K | Sell |
|
|||||
|
2020
Q1 | $392K | Buy |
|
|||||
|
2019
Q4 | $373K | Hold |
|
|||||
|
2019
Q3 | $309K | Hold |
|
|||||
|
2019
Q2 | $307K | Sell |
|
|||||
|
2019
Q1 | $364K | Hold |
|
|||||
|
2018
Q4 | $325K | Hold |
|
|||||
|
2018
Q3 | $389K | Hold |
|
|||||
|
2018
Q2 | $372K | Sell |
|
|||||
|
2018
Q1 | $411K | Sell |
|
|||||
|
2017
Q4 | $425K | Buy |
|
|||||
|
2017
Q3 | $363K | Hold |
|
|||||
|
2017
Q2 | $347K | Hold |
|
|||||
|
2017
Q1 | $338K | Hold |
|
|||||
|
2016
Q4 | $317K | Buy |
|