Osborne Partners Capital Management’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
Q3 | $279K | Sell |
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|
2025
Q2 | $286K | Sell |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $464K | Sell |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $675K | Sell |
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|
2020
Q4 | $585K | Sell |
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|
2020
Q3 | $478K | Sell |
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|
2020
Q2 | $482K | Hold |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $848K | Sell |
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|
2019
Q3 | $755K | Buy |
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|
2019
Q2 | $638K | Sell |
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|
2019
Q1 | $693K | Sell |
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|
2018
Q4 | $777K | Hold |
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|
2018
Q3 | $930K | Sell |
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|
2018
Q2 | $901K | Buy |
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|
2018
Q1 | $888K | Sell |
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|
2017
Q4 | $890K | Sell |
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|
2017
Q3 | $782K | Sell |
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|
2017
Q2 | $780K | Buy |
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|
2017
Q1 | $744K | Buy |
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|
2016
Q4 | $693K | Sell |
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|
2016
Q3 | $528K | Sell |
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|
2016
Q2 | $468K | Sell |
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|
2016
Q1 | $590K | Sell |
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|
2015
Q4 | $765K | Sell |
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|
2015
Q3 | $726K | Sell |
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|
2015
Q2 | $800K | Sell |
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|
2015
Q1 | $1.02M | Sell |
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|
2014
Q4 | $1.37M | Sell |
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|
2014
Q3 | $1.33M | Sell |
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|
2014
Q2 | $1.27M | Sell |
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|
2014
Q1 | $1.45M | Buy |
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|
2013
Q4 | $1.31M | Sell |
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|
2013
Q3 | $1.22M | Buy |
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|
2013
Q2 | $1.1M | Buy |
|