Mountain Pacific Investment Advisers’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 | $276K | Sell |
5,843
-3,900
| -40% | -$185K | 0.02% | 132 |
|
|
2025
Q1 | $407K | Sell |
9,743
-1,043
| -10% | -$43.5K | 0.03% | 117 |
|
|
2024
Q4 | $474K | Buy |
10,786
+1,043
| +11% | +$45.8K | 0.03% | 107 |
|
|
2024
Q3 | $387K | Hold |
9,743
| – | – | 0.03% | 118 |
|
|
2024
Q2 | $387K | Sell |
9,743
-390
| -4% | -$15.5K | 0.03% | 117 |
|
|
2024
Q1 | $384K | Sell |
10,133
-150
| -1% | -$5.69K | 0.02% | 116 |
|
|
2023
Q4 | $346K | Sell |
10,283
-500
| -5% | -$16.8K | 0.02% | 115 |
|
|
2023
Q3 | $295K | Sell |
10,783
-900
| -8% | -$24.6K | 0.02% | 120 |
|
|
2023
Q2 | $335K | Sell |
11,683
-1,501
| -11% | -$43.1K | 0.02% | 114 |
|
|
2023
Q1 | $377K | Hold |
13,184
| – | – | 0.03% | 112 |
|
|
2022
Q4 | $437K | Sell |
13,184
-200
| -1% | -$6.62K | 0.03% | 105 |
|
|
2022
Q3 | $404K | Sell |
13,384
-1,133
| -8% | -$34.2K | 0.03% | 105 |
|
|
2022
Q2 | $452K | Sell |
14,517
-200
| -1% | -$6.23K | 0.03% | 104 |
|
|
2022
Q1 | $607K | Buy |
14,717
+246
| +2% | +$10.1K | 0.04% | 100 |
|
|
2021
Q4 | $644K | Sell |
14,471
-149
| -1% | -$6.63K | 0.04% | 98 |
|
|
2021
Q3 | $621K | Sell |
14,620
-1,600
| -10% | -$68K | 0.04% | 98 |
|
|
2021
Q2 | $669K | Sell |
16,220
-1,400
| -8% | -$57.7K | 0.04% | 92 |
|
|
2021
Q1 | $682K | Sell |
17,620
-400
| -2% | -$15.5K | 0.05% | 91 |
|
|
2020
Q4 | $546K | Hold |
18,020
| – | – | 0.04% | 96 |
|
|
2020
Q3 | $434K | Hold |
18,020
| – | – | 0.04% | 95 |
|
|
2020
Q2 | $428K | Buy |
18,020
+3,000
| +20% | +$71.3K | 0.04% | 96 |
|
|
2020
Q1 | $319K | Hold |
15,020
| – | – | 0.03% | 99 |
|
|
2019
Q4 | $529K | Hold |
15,020
| – | – | 0.04% | 93 |
|
|
2019
Q3 | $438K | Sell |
15,020
-1,007
| -6% | -$29.4K | 0.04% | 95 |
|
|
2019
Q2 | $465K | Buy |
16,027
+4,587
| +40% | +$133K | 0.04% | 91 |
|
|
2019
Q1 | $316K | Hold |
11,440
| – | – | 0.03% | 104 |
|
|
2018
Q4 | $282K | Hold |
11,440
| – | – | 0.03% | 100 |
|
|
2018
Q3 | $337K | Hold |
11,440
| – | – | 0.03% | 102 |
|
|
2018
Q2 | $322K | Sell |
11,440
-300
| -3% | -$8.44K | 0.03% | 99 |
|
|
2018
Q1 | $352K | Sell |
11,740
-707
| -6% | -$21.2K | 0.04% | 96 |
|
|
2017
Q4 | $367K | Buy |
12,447
+339
| +3% | +$10K | 0.04% | 89 |
|
|
2017
Q3 | $307K | Hold |
12,108
| – | – | 0.03% | 93 |
|
|
2017
Q2 | $294K | Sell |
12,108
-300
| -2% | -$7.28K | 0.03% | 94 |
|
|
2017
Q1 | $293K | Sell |
12,408
-300
| -2% | -$7.08K | 0.03% | 94 |
|
|
2016
Q4 | $281K | Buy |
12,708
+707
| +6% | +$15.6K | 0.03% | 93 |
|
|
2016
Q3 | $188K | Sell |
12,001
-78
| -0.6% | -$1.22K | 0.02% | 102 |
|
|
2016
Q2 | $160K | Sell |
12,079
-394
| -3% | -$5.22K | 0.02% | 100 |
|
|
2016
Q1 | $169K | Sell |
12,473
-7,686
| -38% | -$104K | 0.02% | 100 |
|
|
2015
Q4 | $339K | Sell |
20,159
-3,950
| -16% | -$66.4K | 0.04% | 85 |
|
|
2015
Q3 | $376K | Sell |
24,109
-2,150
| -8% | -$33.5K | 0.05% | 85 |
|
|
2015
Q2 | $447K | Sell |
26,259
-6,662
| -20% | -$113K | 0.05% | 81 |
|
|
2015
Q1 | $507K | Sell |
32,921
-700
| -2% | -$10.8K | 0.06% | 80 |
|
|
2014
Q4 | $601K | Buy |
33,621
+3,236
| +11% | +$57.8K | 0.07% | 74 |
|
|
2014
Q3 | $518K | Sell |
30,385
-5,474
| -15% | -$93.3K | 0.07% | 74 |
|
|
2014
Q2 | $551K | Hold |
35,859
| – | – | 0.07% | 75 |
|
|
2014
Q1 | $617K | Sell |
35,859
-75
| -0.2% | -$1.29K | 0.08% | 70 |
|
|
2013
Q4 | $559K | Sell |
35,934
-382
| -1% | -$5.94K | 0.07% | 72 |
|
|
2013
Q3 | $501K | Sell |
36,316
-3,500
| -9% | -$48.3K | 0.07% | 71 |
|
|
2013
Q2 | $512K | Buy |
+39,816
| New | +$512K | 0.08% | 71 |
|