Palisades Hudson Asset 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
Q2 | $241K | Hold |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $355K | Hold |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $268K | Hold |
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|
2019
Q2 | $266K | Hold |
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|
2019
Q1 | $253K | Sell |
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|
2018
Q4 | $397K | Hold |
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|
2018
Q3 | $475K | Sell |
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|
2018
Q2 | $470K | Buy |
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|
2018
Q1 | $484K | Hold |
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|
2017
Q4 | $476K | Sell |
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|
2017
Q3 | $505K | Hold |
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|
2017
Q2 | $483K | Hold |
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|
2017
Q1 | $470K | Hold |
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|
2016
Q4 | $440K | Hold |
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|
2016
Q3 | $312K | Hold |
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|
2016
Q2 | $264K | Sell |
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|
2016
Q1 | $274K | Buy |
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|
2015
Q4 | $294K | Hold |
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|
2015
Q3 | $272K | Sell |
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|
2015
Q2 | $311K | Sell |
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|
2015
Q1 | $348K | Buy |
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|
2014
Q4 | $389K | Buy |
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|
2014
Q3 | $348K | Buy |
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|
2014
Q2 | $236K | Buy |
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|
2014
Q1 | $244K | Hold |
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|
2013
Q4 | $221K | Buy |
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|
2013
Q3 | $171K | Buy |
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|
2013
Q2 | $144K | Buy |
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