Mount Vernon Associates’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
84,169
-50
| -0.1% | -$2.37K | 2.88% | 10 |
|
|
2025
Q1 | $3.51M | Sell |
84,219
-100
| -0.1% | -$4.17K | 2.87% | 11 |
|
|
2024
Q4 | $3.71M | Buy |
84,319
+100
| +0.1% | +$4.4K | 2.89% | 9 |
|
|
2024
Q3 | $3.34M | Buy |
84,219
+2,900
| +4% | +$115K | 2.65% | 11 |
|
|
2024
Q2 | $3.23M | Sell |
81,319
-2,800
| -3% | -$111K | 2.87% | 10 |
|
|
2024
Q1 | $3.19M | Buy |
84,119
+22
| +0% | +$834 | 2.71% | 11 |
|
|
2023
Q4 | $2.83M | Sell |
84,097
-650
| -0.8% | -$21.9K | 2.78% | 10 |
|
|
2023
Q3 | $2.32M | Buy |
84,747
+628
| +0.7% | +$17.2K | 2.56% | 10 |
|
|
2023
Q2 | $2.41M | Buy |
84,119
+200
| +0.2% | +$5.74K | 2.56% | 11 |
|
|
2023
Q1 | $2.4M | Sell |
83,919
-1,500
| -2% | -$42.9K | 2.84% | 11 |
|
|
2022
Q4 | $2.83M | Hold |
85,419
| – | – | 3.63% | 8 |
|
|
2022
Q3 | $2.58M | Buy |
85,419
+650
| +0.8% | +$19.6K | 3.36% | 8 |
|
|
2022
Q2 | $2.64M | Buy |
84,769
+100
| +0.1% | +$3.11K | 3.22% | 8 |
|
|
2022
Q1 | $3.49M | Buy |
84,669
+25
| +0% | +$1.03K | 3.39% | 7 |
|
|
2021
Q4 | $3.77M | Sell |
84,644
-600
| -0.7% | -$26.7K | 3.26% | 10 |
|
|
2021
Q3 | $3.62M | Buy |
85,244
+1,250
| +1% | +$53.1K | 3.32% | 9 |
|
|
2021
Q2 | $3.46M | Buy |
83,994
+40
| +0% | +$1.65K | 3.17% | 9 |
|
|
2021
Q1 | $3.25M | Hold |
83,954
| – | – | 3.19% | 9 |
|
|
2020
Q4 | $2.55M | Buy |
83,954
+250
| +0.3% | +$7.58K | 2.68% | 12 |
|
|
2020
Q3 | $2.02M | Buy |
83,704
+200
| +0.2% | +$4.82K | 2.41% | 14 |
|
|
2020
Q2 | $1.98M | Sell |
83,504
-2,000
| -2% | -$47.5K | 2.56% | 14 |
|
|
2020
Q1 | $1.82M | Buy |
85,504
+2,483
| +3% | +$52.7K | 3.04% | 10 |
|
|
2019
Q4 | $2.92M | Hold |
83,021
| – | – | 3.98% | 7 |
|
|
2019
Q3 | $2.42M | Sell |
83,021
-1,200
| -1% | -$35K | 3.62% | 8 |
|
|
2019
Q2 | $2.44M | Sell |
84,221
-650
| -0.8% | -$18.8K | 3.63% | 9 |
|
|
2019
Q1 | $2.34M | Sell |
84,871
-1,533
| -2% | -$42.3K | 3.57% | 10 |
|
|
2018
Q4 | $2.13M | Buy |
86,404
+500
| +0.6% | +$12.3K | 3.74% | 9 |
|
|
2018
Q3 | $2.53M | Sell |
85,904
-1,000
| -1% | -$29.5K | 3.73% | 8 |
|
|
2018
Q2 | $2.45M | Buy |
86,904
+150
| +0.2% | +$4.23K | 3.82% | 7 |
|
|
2018
Q1 | $2.6M | Buy |
86,754
+350
| +0.4% | +$10.5K | 4.02% | 6 |
|
|
2017
Q4 | $2.55M | Sell |
86,404
-1,900
| -2% | -$56.1K | 3.84% | 5 |
|
|
2017
Q3 | $2.24M | Buy |
88,304
+800
| +0.9% | +$20.3K | 3.7% | 5 |
|
|
2017
Q2 | $2.12M | Buy |
87,504
+650
| +0.7% | +$15.8K | 3.81% | 5 |
|
|
2017
Q1 | $2.05M | Buy |
86,854
+6,750
| +8% | +$159K | 3.77% | 5 |
|
|
2016
Q4 | $1.77M | Buy |
80,104
+1,000
| +1% | +$22.1K | 3.48% | 5 |
|
|
2016
Q3 | $1.24M | Buy |
79,104
+1,000
| +1% | +$15.7K | 2.56% | 14 |
|
|
2016
Q2 | $1.04M | Buy |
78,104
+4,359
| +6% | +$57.8K | 2.21% | 20 |
|
|
2016
Q1 | $997K | Buy |
73,745
+5,800
| +9% | +$78.4K | 2.21% | 18 |
|
|
2015
Q4 | $1.14M | Hold |
67,945
| – | – | 2.5% | 14 |
|
|
2015
Q3 | $1.06M | Hold |
67,945
| – | – | 2.46% | 15 |
|
|
2015
Q2 | $1.16M | Buy |
67,945
+45
| +0.1% | +$766 | 2.5% | 14 |
|
|
2015
Q1 | $1.05M | Buy |
67,900
+6,400
| +10% | +$98.5K | 2.26% | 19 |
|
|
2014
Q4 | $1.1M | Buy |
61,500
+2,702
| +5% | +$48.3K | 2.52% | 13 |
|
|
2014
Q3 | $1M | Buy |
58,798
+2,600
| +5% | +$44.4K | 2.5% | 17 |
|
|
2014
Q2 | $864K | Hold |
56,198
| – | – | 2.2% | 21 |
|
|
2014
Q1 | $967K | Sell |
56,198
-200
| -0.4% | -$3.44K | 2.53% | 13 |
|
|
2013
Q4 | $878K | Buy |
56,398
+3,300
| +6% | +$51.4K | 2.3% | 19 |
|
|
2013
Q3 | $733K | Sell |
53,098
-107,500
| -67% | -$1.48M | 2.23% | 20 |
|
|
2013
Q2 | $2.07M | Buy |
+160,598
| New | +$2.07M | 2.23% | 25 |
|