Sawyer & Company’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 | $449K | Sell |
9,482
-665
| -7% | -$31.5K | 0.17% | 75 |
|
|
2025
Q1 | $423K | Sell |
10,147
-1,460
| -13% | -$60.9K | 0.17% | 77 |
|
|
2024
Q4 | $510K | Sell |
11,607
-358
| -3% | -$15.7K | 0.19% | 77 |
|
|
2024
Q3 | $475K | Hold |
11,965
| – | – | 0.18% | 83 |
|
|
2024
Q2 | $476K | Sell |
11,965
-2,122
| -15% | -$84.4K | 0.19% | 79 |
|
|
2024
Q1 | $534K | Hold |
14,087
| – | – | 0.21% | 77 |
|
|
2023
Q4 | $474K | Hold |
14,087
| – | – | 0.21% | 80 |
|
|
2023
Q3 | $386K | Hold |
14,087
| – | – | 0.18% | 84 |
|
|
2023
Q2 | $404K | Hold |
14,087
| – | – | 0.18% | 84 |
|
|
2023
Q1 | $394K | Sell |
14,087
-582
| -4% | -$16.3K | 0.21% | 82 |
|
|
2022
Q4 | $486K | Buy |
14,669
+82
| +0.6% | +$2.72K | 0.24% | 78 |
|
|
2022
Q3 | $441K | Hold |
14,587
| – | – | 0.24% | 78 |
|
|
2022
Q2 | $454K | Sell |
14,587
-655
| -4% | -$20.4K | 0.23% | 80 |
|
|
2022
Q1 | $628K | Sell |
15,242
-380
| -2% | -$15.7K | 0.28% | 73 |
|
|
2021
Q4 | $695K | Buy |
15,622
+522
| +3% | +$23.2K | 0.3% | 74 |
|
|
2021
Q3 | $641K | Hold |
15,100
| – | – | 0.3% | 74 |
|
|
2021
Q2 | $623K | Sell |
15,100
-2,474
| -14% | -$102K | 0.29% | 76 |
|
|
2021
Q1 | $680K | Hold |
17,574
| – | – | 0.34% | 73 |
|
|
2020
Q4 | $533K | Hold |
17,574
| – | – | 0.27% | 74 |
|
|
2020
Q3 | $423K | Hold |
17,574
| – | – | 0.25% | 76 |
|
|
2020
Q2 | $417K | Hold |
17,574
| – | – | 0.26% | 80 |
|
|
2020
Q1 | $373K | Sell |
17,574
-337
| -2% | -$7.15K | 0.3% | 75 |
|
|
2019
Q4 | $631K | Sell |
17,911
-360
| -2% | -$12.7K | 0.41% | 65 |
|
|
2019
Q3 | $533K | Sell |
18,271
-212
| -1% | -$6.18K | 0.38% | 67 |
|
|
2019
Q2 | $536K | Sell |
18,483
-550
| -3% | -$16K | 0.36% | 74 |
|
|
2019
Q1 | $525K | Sell |
19,033
-958
| -5% | -$26.4K | 0.34% | 77 |
|
|
2018
Q4 | $493K | Sell |
19,991
-7,236
| -27% | -$178K | 0.36% | 75 |
|
|
2018
Q3 | $802K | Hold |
27,227
| – | – | 0.49% | 61 |
|
|
2018
Q2 | $768K | Hold |
27,227
| – | – | 0.5% | 62 |
|
|
2018
Q1 | $817K | Sell |
27,227
-200
| -0.7% | -$6K | 0.55% | 61 |
|
|
2017
Q4 | $810K | Buy |
+27,427
| New | +$810K | 0.53% | 61 |
|