Rice Partnership’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
Q3 | $414K | Sell |
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|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $497K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $408K | Buy |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $598K | Buy |
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|
2021
Q3 | $536K | Hold |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $403K | Hold |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $1.91M | Sell |
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|
2020
Q1 | $1.86M | Buy |
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|
2019
Q4 | $2.97M | Buy |
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|
2019
Q3 | $2.1M | Buy |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $1.84M | Buy |
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|
2018
Q4 | $1.47M | Sell |
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|
2018
Q3 | $1.91M | Buy |
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|
2018
Q2 | $1.56M | Buy |
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|
2018
Q1 | $1.34M | Buy |
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|
2017
Q4 | $1.21M | Buy |
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