Pettee Investors’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	$346K	Hold	7,321	–	–	0.21%	87
2025 Q1	$306K	Sell	7,321 -250	-3%	-$10.4K	0.18%	94
2024 Q4	$333K	Hold	7,571	–	–	0.17%	103
2024 Q3	$300K	Hold	7,571	–	–	0.15%	104
2024 Q2	$301K	Hold	7,571	–	–	0.15%	103
2024 Q1	$287K	Hold	7,571	–	–	0.12%	105
2023 Q4	$255K	Hold	7,571	–	–	0.11%	115
2023 Q3	$207K	Hold	7,571	–	–	0.1%	116
2023 Q2	$217K	Hold	7,571	–	–	0.1%	118
2023 Q1	$217K	Hold	7,571	–	–	0.1%	114
2022 Q4	$251K	Hold	7,571	–	–	0.12%	107
2022 Q3	$229K	Hold	7,571	–	–	0.12%	107
2022 Q2	$236K	Hold	7,571	–	–	0.12%	112
2022 Q1	$312K	Hold	7,571	–	–	0.14%	109
2021 Q4	$337K	Hold	7,571	–	–	0.14%	106
2021 Q3	$321K	Hold	7,571	–	–	0.15%	105
2021 Q2	$312K	Hold	7,571	–	–	0.15%	107
2021 Q1	$293K	Hold	7,571	–	–	0.14%	108
2020 Q4	$229K	Buy	+7,571	New	+$229K	0.12%	116
2020 Q1	–	Sell	-7,571	Closed	-$267K	–	106
2019 Q4	$267K	Hold	7,571	–	–	0.15%	108
2019 Q3	$221K	Hold	7,571	–	–	0.14%	112
2019 Q2	$220K	Hold	7,571	–	–	0.14%	114
2019 Q1	$209K	Buy	+7,571	New	+$209K	0.13%	111
2018 Q4	–	Sell	-7,821	Closed	-$230K	–	107
2018 Q3	$230K	Hold	7,821	–	–	0.14%	108
2018 Q2	$220K	Hold	7,821	–	–	0.14%	108
2018 Q1	$235K	Hold	7,821	–	–	0.15%	110
2017 Q4	$231K	Buy	+7,821	New	+$231K	0.14%	112