SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.52M | Sell |
51,688
-6,663
| -11% | -$344K | 0.17% | 121 |
|
|
2025
Q4 | $3.21M | Sell |
58,351
-6,329
| -10% | -$335K | 0.19% | 104 |
|
|
2025
Q3 | $3.34M | Sell |
64,680
-1,516
| -2% | -$74K | 0.18% | 109 |
|
|
2025
Q2 | $3.13M | Sell |
66,196
-36,253
| -35% | -$1.53M | 0.17% | 122 |
|
|
2025
Q1 | $4.28M | Sell |
102,449
-19,201
| -16% | -$856K | 0.18% | 70 |
|
|
2024
Q4 | $5.35M | Buy |
+121,650
| New | +$5.35M | 0.1% | 135 |
|
|
2024
Q3 | – | Sell |
-129,854
| Closed | -$5.16M | – | 74 |
|
|
2024
Q2 | $5.16M | Sell |
129,854
-20,245
| -13% | -$776K | 0.13% | 146 |
|
|
2024
Q1 | $5.69M | Sell |
150,099
-6
| -0% | -$206 | 0.13% | 156 |
|
|
2023
Q4 | $5.05M | Buy |
150,105
+9,946
| +7% | +$290K | 0.12% | 163 |
|
|
2023
Q3 | $3.84M | Sell |
140,159
-9,951
| -7% | -$294K | 0.08% | 166 |
|
|
2023
Q2 | $4.31M | Sell |
150,110
-25,332
| -14% | -$723K | 0.08% | 167 |
|
|
2023
Q1 | $5.02M | Sell |
175,442
-37,130
| -17% | -$1.23M | 0.07% | 174 |
|
|
2022
Q4 | $7.04M | Sell |
212,572
-63,628
| -23% | -$2.19M | 0.1% | 149 |
|
|
2022
Q3 | $8.34M | Buy |
276,200
+102,273
| +59% | +$3.42M | 0.12% | 131 |
|
|
2022
Q2 | $5.41M | Buy |
173,927
+4,600
| +3% | +$166K | 0.08% | 146 |
|
|
2022
Q1 | $6.98M | Sell |
169,327
-3,200
| -2% | -$144K | 0.09% | 135 |
|
|
2021
Q4 | $7.68M | Buy |
172,527
+2,330
| +1% | +$106K | 0.13% | 122 |
|
|
2021
Q3 | $7.22M | Sell |
170,197
-13,983
| -8% | -$563K | 0.09% | 140 |
|
|
2021
Q2 | $7.59M | Sell |
184,180
-1,314
| -0.7% | -$53.9K | 0.1% | 141 |
|
|
2021
Q1 | $7.18M | Buy |
185,494
+324
| +0.2% | +$11.2K | 0.1% | 138 |
|
|
2020
Q4 | $5.61M | Sell |
185,170
-1,753
| -0.9% | -$47K | 0.08% | 151 |
|
|
2020
Q3 | $4.5M | Buy |
186,923
+11,168
| +6% | +$278K | 0.07% | 154 |
|
|
2020
Q2 | $4.17M | Sell |
175,755
-2,336
| -1% | -$55.2K | 0.08% | 146 |
|
|
2020
Q1 | $3.78M | Sell |
178,091
-3,722
| -2% | -$112K | 0.09% | 131 |
|
|
2019
Q4 | $6.4M | Sell |
181,813
-6,298
| -3% | -$204K | 0.12% | 121 |
|
|
2019
Q3 | $5.49M | Sell |
188,111
-4,947
| -3% | -$142K | 0.11% | 125 |
|
|
2019
Q2 | $5.6M | Sell |
193,058
-24,367
| -11% | -$703K | 0.19% | 125 |
|
|
2019
Q1 | $6M | Sell |
217,425
-258,456
| -54% | -$7.3M | 0.24% | 95 |
|
|
2018
Q4 | $11.7M | Sell |
475,881
-350,734
| -42% | -$9.52M | 0.5% | 66 |
|
|
2018
Q3 | $24.4M | Sell |
826,615
-14,798
| -2% | -$451K | 0.86% | 32 |
|
|
2018
Q2 | $23.7M | Sell |
841,413
-26,064
| -3% | -$778K | 0.91% | 31 |
|
|
2018
Q1 | $26M | Buy |
867,477
+498,596
| +135% | +$15.7M | 1% | 27 |
|
|
2017
Q4 | $10.9M | Sell |
368,881
-91,380
| -20% | -$2.52M | 0.41% | 80 |
|
|
2017
Q3 | $11.7M | Sell |
460,261
-13,404
| -3% | -$325K | 0.45% | 74 |
|
|
2017
Q2 | $11.5M | Sell |
473,665
-30,711
| -6% | -$716K | 0.45% | 74 |
|
|
2017
Q1 | $11.9M | Buy |
504,376
+33,186
| +7% | +$788K | 0.47% | 67 |
|
|
2016
Q4 | $10.4M | Sell |
471,190
-24,188
| -5% | -$466K | 0.43% | 71 |
|
|
2016
Q3 | $7.75M | Sell |
495,378
-18,854
| -4% | -$281K | 0.32% | 88 |
|
|
2016
Q2 | $6.82M | Sell |
514,232
-60,445
| -11% | -$849K | 0.28% | 98 |
|
|
2016
Q1 | $7.77M | Sell |
574,677
-65,298
| -10% | -$881K | 0.32% | 86 |
|
|
2015
Q4 | $10.8M | Buy |
639,975
+24,662
| +4% | +$417K | 0.42% | 74 |
|
|
2015
Q3 | $9.59M | Sell |
615,313
-31,133
| -5% | -$524K | 0.37% | 81 |
|
|
2015
Q2 | $11M | Buy |
646,446
+113,988
| +21% | +$1.88M | 0.36% | 79 |
|
|
2015
Q1 | $8.2M | Sell |
532,458
-176,002
| -25% | -$2.83M | 0.26% | 100 |
|
|
2014
Q4 | $12.7M | Buy |
+708,460
| New | +$12.1M | 0.41% | 76 |
|
Other funds holding BAC
VCM
VPM
