Pettyjohn Wood & White’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
$10.8M Buy
228,525
+854
+0.4% +$40.4K 1.93% 14
2025
Q1
$9.5M Sell
227,671
-6,702
-3% -$280K 1.82% 15
2024
Q4
$10.3M Sell
234,373
-2,059
-0.9% -$90.5K 1.89% 14
2024
Q3
$9.38M Sell
236,432
-1,672
-0.7% -$66.3K 1.73% 16
2024
Q2
$9.47M Sell
238,104
-11,404
-5% -$454K 1.84% 16
2024
Q1
$9.46M Buy
249,508
+316
+0.1% +$12K 1.88% 14
2023
Q4
$8.39M Buy
249,192
+816
+0.3% +$27.5K 1.82% 14
2023
Q3
$6.8M Buy
248,376
+346
+0.1% +$9.47K 1.61% 19
2023
Q2
$7.12M Buy
248,030
+20,947
+9% +$601K 1.64% 17
2023
Q1
$6.49M Buy
227,083
+749
+0.3% +$21.4K 1.59% 19
2022
Q4
$7.5M Sell
226,334
-1,100
-0.5% -$36.4K 1.87% 18
2022
Q3
$6.87M Buy
227,434
+4,043
+2% +$122K 1.83% 15
2022
Q2
$6.95M Buy
223,391
+16,707
+8% +$520K 1.65% 18
2022
Q1
$8.52M Buy
206,684
+1,331
+0.6% +$54.9K 1.82% 16
2021
Q4
$9.14M Sell
205,353
-4,349
-2% -$193K 1.88% 14
2021
Q3
$8.9M Sell
209,702
-74
-0% -$3.14K 1.98% 16
2021
Q2
$8.65M Buy
209,776
+3,657
+2% +$151K 1.94% 17
2021
Q1
$7.98M Sell
206,119
-3,570
-2% -$138K 1.89% 17
2020
Q4
$6.36M Buy
209,689
+657
+0.3% +$19.9K 1.62% 21
2020
Q3
$5.04M Buy
209,032
+858
+0.4% +$20.7K 1.47% 25
2020
Q2
$4.94M Buy
208,174
+35,059
+20% +$833K 1.58% 21
2020
Q1
$3.68M Buy
173,115
+12,551
+8% +$266K 1.37% 28
2019
Q4
$5.66M Sell
160,564
-2,047
-1% -$72.1K 1.63% 22
2019
Q3
$4.74M Buy
162,611
+16,708
+11% +$487K 1.44% 26
2019
Q2
$4.23M Buy
145,903
+11,414
+8% +$331K 1.31% 29
2019
Q1
$3.71M Buy
134,489
+3,222
+2% +$88.9K 1.21% 33
2018
Q4
$3.23M Buy
131,267
+5,151
+4% +$127K 1.19% 33
2018
Q3
$3.72M Sell
126,116
-1,000
-0.8% -$29.5K 1.21% 33
2018
Q2
$3.58M Buy
127,116
+5,061
+4% +$143K 1.25% 33
2018
Q1
$3.66M Sell
122,055
-4,146
-3% -$124K 1.32% 32
2017
Q4
$3.73M Sell
126,201
-5,289
-4% -$156K 1.34% 28
2017
Q3
$3.33M Sell
131,490
-7,743
-6% -$196K 1.24% 32
2017
Q2
$3.38M Buy
139,233
+1,459
+1% +$35.4K 1.25% 31
2017
Q1
$3.25M Sell
137,774
-1,164
-0.8% -$27.5K 1.21% 33
2016
Q4
$3.07M Sell
138,938
-4,551
-3% -$101K 1.19% 32
2016
Q3
$2.25M Buy
143,489
+5,100
+4% +$79.8K 1.07% 33
2016
Q2
$1.84M Sell
138,389
-263
-0.2% -$3.49K 0.73% 46
2016
Q1
$1.88M Buy
138,652
+3,223
+2% +$43.6K 0.77% 46
2015
Q4
$2.28M Buy
135,429
+3,144
+2% +$52.9K 0.97% 39
2015
Q3
$2.06M Buy
132,285
+28,296
+27% +$441K 0.95% 38
2015
Q2
$1.77M Buy
103,989
+2,772
+3% +$47.2K 0.75% 50
2015
Q1
$1.56M Sell
101,217
-546
-0.5% -$8.4K 0.65% 54
2014
Q4
$1.82M Buy
101,763
+910
+0.9% +$16.3K 0.75% 48
2014
Q3
$1.72M Buy
100,853
+1,171
+1% +$20K 0.74% 46
2014
Q2
$1.53M Buy
99,682
+2,330
+2% +$35.8K 0.67% 49
2014
Q1
$1.67M Buy
97,352
+66,822
+219% +$1.15M 0.77% 42
2013
Q4
$475K Sell
30,530
-7,091
-19% -$110K 0.28% 80
2013
Q3
$519K Buy
37,621
+527
+1% +$7.27K 0.32% 80
2013
Q2
$477K Buy
+37,094
New +$477K 0.3% 80