Van Strum & Towne’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 | $496K | Sell |
10,479
-95
| -0.9% | -$4.5K | 0.16% | 71 |
|
|
2025
Q1 | $441K | Hold |
10,574
| – | – | 0.15% | 77 |
|
|
2024
Q4 | $465K | Buy |
10,574
+750
| +8% | +$33K | 0.16% | 69 |
|
|
2024
Q3 | $390K | Hold |
9,824
| – | – | 0.13% | 76 |
|
|
2024
Q2 | $391K | Hold |
9,824
| – | – | 0.14% | 74 |
|
|
2024
Q1 | $373K | Hold |
9,824
| – | – | 0.14% | 77 |
|
|
2023
Q4 | $331K | Hold |
9,824
| – | – | 0.13% | 79 |
|
|
2023
Q3 | $269K | Hold |
9,824
| – | – | 0.11% | 82 |
|
|
2023
Q2 | $282K | Hold |
9,824
| – | – | 0.12% | 82 |
|
|
2023
Q1 | $281K | Hold |
9,824
| – | – | 0.12% | 81 |
|
|
2022
Q4 | $325K | Hold |
9,824
| – | – | 0.14% | 70 |
|
|
2022
Q3 | $296K | Sell |
9,824
-60
| -0.6% | -$1.81K | 0.14% | 71 |
|
|
2022
Q2 | $308K | Hold |
9,884
| – | – | 0.13% | 71 |
|
|
2022
Q1 | $407K | Hold |
9,884
| – | – | 0.15% | 69 |
|
|
2021
Q4 | $440K | Buy |
9,884
+60
| +0.6% | +$2.67K | 0.16% | 71 |
|
|
2021
Q3 | $417K | Hold |
9,824
| – | – | 0.16% | 72 |
|
|
2021
Q2 | $405K | Hold |
9,824
| – | – | 0.19% | 66 |
|
|
2021
Q1 | $380K | Hold |
9,824
| – | – | 0.19% | 64 |
|
|
2020
Q4 | $298K | Buy |
+9,824
| New | +$298K | 0.17% | 73 |
|
|
2020
Q1 | – | Sell |
-5,800
| Closed | -$204K | – | 72 |
|
|
2019
Q4 | $204K | Buy |
+5,800
| New | +$204K | 0.13% | 75 |
|
|
2018
Q1 | – | Sell |
-8,800
| Closed | -$260K | – | 69 |
|
|
2017
Q4 | $260K | Hold |
8,800
| – | – | 0.17% | 64 |
|
|
2017
Q3 | $223K | Hold |
8,800
| – | – | 0.15% | 72 |
|
|
2017
Q2 | $213K | Sell |
8,800
-1,000
| -10% | -$24.2K | 0.14% | 74 |
|
|
2017
Q1 | $231K | Hold |
9,800
| – | – | 0.15% | 63 |
|
|
2016
Q4 | $217K | Buy |
+9,800
| New | +$217K | 0.14% | 73 |
|