SSW
Smith Shellnut Wilson’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Hold |
56,066
| – | – | 1.15% | 17 |
|
|
2025
Q1 | $2.34M | Hold |
56,066
| – | – | 1.07% | 21 |
|
|
2024
Q4 | $2.46M | Sell |
56,066
-54
| -0.1% | -$2.37K | 1.09% | 23 |
|
|
2024
Q3 | $2.23M | Hold |
56,120
| – | – | 1.01% | 25 |
|
|
2024
Q2 | $2.23M | Sell |
56,120
-100
| -0.2% | -$3.98K | 1.08% | 23 |
|
|
2024
Q1 | $2.13M | Hold |
56,220
| – | – | 1.13% | 22 |
|
|
2023
Q4 | $1.89M | Hold |
56,220
| – | – | 1.09% | 22 |
|
|
2023
Q3 | $1.54M | Hold |
56,220
| – | – | 0.94% | 24 |
|
|
2023
Q2 | $1.61M | Hold |
56,220
| – | – | 0.91% | 26 |
|
|
2023
Q1 | $1.61M | Hold |
56,220
| – | – | 0.98% | 25 |
|
|
2022
Q4 | $1.86M | Hold |
56,220
| – | – | 1.15% | 23 |
|
|
2022
Q3 | $1.7M | Hold |
56,220
| – | – | 1.13% | 24 |
|
|
2022
Q2 | $1.75M | Hold |
56,220
| – | – | 1.08% | 24 |
|
|
2022
Q1 | $2.32M | Hold |
56,220
| – | – | 1.21% | 21 |
|
|
2021
Q4 | $2.5M | Sell |
56,220
-118
| -0.2% | -$5.25K | 1.24% | 21 |
|
|
2021
Q3 | $2.39M | Hold |
56,338
| – | – | 1.38% | 20 |
|
|
2021
Q2 | $2.32M | Sell |
56,338
-164
| -0.3% | -$6.76K | 1.35% | 20 |
|
|
2021
Q1 | $2.19M | Hold |
56,502
| – | – | 1.33% | 20 |
|
|
2020
Q4 | $1.71M | Buy |
56,502
+51
| +0.1% | +$1.55K | 1.02% | 23 |
|
|
2020
Q3 | $1.36K | Sell |
56,451
-161
| -0.3% | -$4 | 0.51% | 31 |
|
|
2020
Q2 | $1.35M | Sell |
56,612
-1,050
| -2% | -$24.9K | 0.96% | 23 |
|
|
2020
Q1 | $1.22M | Hold |
57,662
| – | – | 1.03% | 22 |
|
|
2019
Q4 | $2.03M | Buy |
57,662
+4,513
| +8% | +$159K | 1.35% | 23 |
|
|
2019
Q3 | $1.55M | Hold |
53,149
| – | – | 1.15% | 24 |
|
|
2019
Q2 | $1.54M | Buy |
53,149
+326
| +0.6% | +$9.45K | 1.16% | 24 |
|
|
2019
Q1 | $1.46M | Buy |
52,823
+691
| +1% | +$19.1K | 1.15% | 25 |
|
|
2018
Q4 | $1.29M | Sell |
52,132
-580
| -1% | -$14.3K | 1.38% | 20 |
|
|
2018
Q3 | $1.55M | Buy |
+52,712
| New | +$1.55M | 1.39% | 17 |
|
|
2018
Q1 | $1.6M | Buy |
53,265
+54
| +0.1% | +$1.62K | 1.37% | 21 |
|
|
2017
Q4 | $1.57M | Sell |
53,211
-5,043
| -9% | -$149K | 1.33% | 19 |
|
|
2017
Q3 | $1.48M | Buy |
+58,254
| New | +$1.48M | 1.3% | 17 |
|
|
2017
Q2 | – | Sell |
-61,810
| Closed | -$1.46M | – | 129 |
|
|
2017
Q1 | $1.46M | Buy |
61,810
+1
| +0% | +$24 | 1.34% | 16 |
|
|
2016
Q4 | $1.37M | Buy |
+61,809
| New | +$1.37M | 1.31% | 15 |
|