Univest Financial’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 | $7.74M | Sell |
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|
2025
Q2 | $7.56M | Sell |
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|
2025
Q1 | $7.6M | Buy |
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|
2024
Q4 | $565K | Sell |
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|
2024
Q3 | $556K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $4.61M | Buy |
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|
2020
Q3 | $3.59M | Sell |
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|
2020
Q2 | $3.6M | Buy |
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|
2020
Q1 | $2.93M | Buy |
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|
2019
Q4 | $295K | Sell |
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|
2019
Q3 | $4.34M | Buy |
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|
2019
Q2 | $4.3M | Sell |
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|
2019
Q1 | $4.1M | Buy |
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|
2018
Q4 | $2.01M | Sell |
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|
2018
Q3 | $3.69M | Sell |
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|
2018
Q2 | $3.56M | Buy |
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|
2018
Q1 | $3.75M | Buy |
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|
2017
Q4 | $339K | Hold |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $299K | Sell |
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|
2017
Q1 | $291K | Sell |
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|
2016
Q4 | $295K | Buy |
|
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|
2016
Q3 | $205K | Buy |
|
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|
2016
Q2 | $170K | Sell |
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|
2016
Q1 | $184K | Sell |
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|
2015
Q4 | $257K | Buy |
|
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|
2015
Q3 | $160K | Buy |
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|
2015
Q2 | $174K | Sell |
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|
2015
Q1 | $160K | Sell |
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|
2014
Q4 | $207K | Sell |
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|
2014
Q3 | $203K | Sell |
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|
2014
Q2 | $192K | Sell |
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|
2014
Q1 | $229K | Buy |
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|
2013
Q4 | $202K | Hold |
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|
2013
Q3 | $179K | Buy |
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|
2013
Q2 | $152K | Buy |
|