Patten Group’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 | $3.02M | Buy |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $795K | Buy |
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|
2024
Q1 | $681K | Sell |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $527K | Sell |
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|
2023
Q1 | $542K | Buy |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $411K | Hold |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $521K | Buy |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $323K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $139K | Buy |
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|
2018
Q3 | $148K | Buy |
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|
2018
Q2 | $133K | Buy |
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|
2018
Q1 | $117K | Hold |
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|
2017
Q4 | $116K | Sell |
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|
2017
Q3 | $191K | Hold |
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|
2017
Q2 | $189K | Sell |
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|
2017
Q1 | $260K | Buy |
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|
2016
Q4 | $191K | Sell |
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|
2016
Q3 | $179K | Sell |
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|
2016
Q2 | $149K | Hold |
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|
2016
Q1 | $152K | Buy |
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|
2015
Q4 | $122K | Sell |
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|
2015
Q3 | $113K | Buy |
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|
2015
Q2 | $123K | Buy |
|