Palisades Hudson Asset Management’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 | $241K | Hold |
5,098
| – | – | 0.09% | 97 |
|
|
2025
Q1 | $213K | Sell |
5,098
-484
| -9% | -$20.2K | 0.1% | 94 |
|
|
2024
Q4 | $245K | Hold |
5,582
| – | – | 0.1% | 90 |
|
|
2024
Q3 | $222K | Hold |
5,582
| – | – | 0.09% | 91 |
|
|
2024
Q2 | $222K | Hold |
5,582
| – | – | 0.1% | 86 |
|
|
2024
Q1 | $212K | Buy |
+5,582
| New | +$212K | 0.1% | 92 |
|
|
2023
Q2 | – | Sell |
-7,662
| Closed | -$219K | – | 97 |
|
|
2023
Q1 | $219K | Sell |
7,662
-1,670
| -18% | -$47.7K | 0.12% | 95 |
|
|
2022
Q4 | $309K | Hold |
9,332
| – | – | 0.17% | 74 |
|
|
2022
Q3 | $281K | Hold |
9,332
| – | – | 0.17% | 72 |
|
|
2022
Q2 | $291K | Hold |
9,332
| – | – | 0.16% | 72 |
|
|
2022
Q1 | $385K | Hold |
9,332
| – | – | 0.18% | 67 |
|
|
2021
Q4 | $416K | Buy |
9,332
+149
| +2% | +$6.64K | 0.18% | 68 |
|
|
2021
Q3 | $390K | Hold |
9,183
| – | – | 0.18% | 68 |
|
|
2021
Q2 | $379K | Hold |
9,183
| – | – | 0.17% | 68 |
|
|
2021
Q1 | $355K | Hold |
9,183
| – | – | 0.17% | 69 |
|
|
2020
Q4 | $278K | Hold |
9,183
| – | – | 0.14% | 80 |
|
|
2020
Q3 | $221K | Hold |
9,183
| – | – | 0.14% | 85 |
|
|
2020
Q2 | $218K | Buy |
+9,183
| New | +$218K | 0.15% | 85 |
|
|
2020
Q1 | – | Sell |
-9,183
| Closed | -$323K | – | 87 |
|
|
2019
Q4 | $323K | Hold |
9,183
| – | – | 0.21% | 68 |
|
|
2019
Q3 | $268K | Hold |
9,183
| – | – | 0.19% | 76 |
|
|
2019
Q2 | $266K | Hold |
9,183
| – | – | 0.18% | 77 |
|
|
2019
Q1 | $253K | Sell |
9,183
-6,940
| -43% | -$191K | 0.16% | 82 |
|
|
2018
Q4 | $397K | Hold |
16,123
| – | – | 0.23% | 54 |
|
|
2018
Q3 | $475K | Sell |
16,123
-540
| -3% | -$15.9K | 0.25% | 48 |
|
|
2018
Q2 | $470K | Buy |
16,663
+540
| +3% | +$15.2K | 0.25% | 45 |
|
|
2018
Q1 | $484K | Hold |
16,123
| – | – | 0.26% | 43 |
|
|
2017
Q4 | $476K | Sell |
16,123
-3,791
| -19% | -$112K | 0.26% | 42 |
|
|
2017
Q3 | $505K | Hold |
19,914
| – | – | 0.29% | 41 |
|
|
2017
Q2 | $483K | Hold |
19,914
| – | – | 0.28% | 39 |
|
|
2017
Q1 | $470K | Hold |
19,914
| – | – | 0.3% | 36 |
|
|
2016
Q4 | $440K | Hold |
19,914
| – | – | 0.27% | 41 |
|
|
2016
Q3 | $312K | Hold |
19,914
| – | – | 0.24% | 59 |
|
|
2016
Q2 | $264K | Sell |
19,914
-348
| -2% | -$4.61K | 0.22% | 72 |
|
|
2016
Q1 | $274K | Buy |
20,262
+2,793
| +16% | +$37.8K | 0.22% | 67 |
|
|
2015
Q4 | $294K | Hold |
17,469
| – | – | 0.25% | 60 |
|
|
2015
Q3 | $272K | Sell |
17,469
-841
| -5% | -$13.1K | 0.24% | 63 |
|
|
2015
Q2 | $311K | Sell |
18,310
-4,294
| -19% | -$72.9K | 0.27% | 56 |
|
|
2015
Q1 | $348K | Buy |
22,604
+879
| +4% | +$13.5K | 0.27% | 51 |
|
|
2014
Q4 | $389K | Buy |
21,725
+1,290
| +6% | +$23.1K | 0.31% | 45 |
|
|
2014
Q3 | $348K | Buy |
20,435
+5,076
| +33% | +$86.4K | 0.29% | 47 |
|
|
2014
Q2 | $236K | Buy |
15,359
+1,189
| +8% | +$18.3K | 0.2% | 62 |
|
|
2014
Q1 | $244K | Hold |
14,170
| – | – | 0.21% | 59 |
|
|
2013
Q4 | $221K | Buy |
14,170
+1,762
| +14% | +$27.5K | 0.18% | 61 |
|
|
2013
Q3 | $171K | Buy |
12,408
+1,242
| +11% | +$17.1K | 0.15% | 62 |
|
|
2013
Q2 | $144K | Buy |
+11,166
| New | +$144K | 0.14% | 60 |
|