Weik Capital Management’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
Q2 | $541K | Buy |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $538K | Hold |
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|
2024
Q3 | $485K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $825K | Buy |
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|
2022
Q4 | $947K | Sell |
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|
2022
Q3 | $884K | Sell |
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|
2022
Q2 | $968K | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $847K | Sell |
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|
2020
Q3 | $681K | Buy |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $423K | Hold |
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|
2019
Q4 | $702K | Sell |
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|
2019
Q3 | $586K | Hold |
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|
2019
Q2 | $583K | Sell |
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|
2019
Q1 | $577K | Sell |
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|
2018
Q4 | $527K | Sell |
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|
2018
Q3 | $638K | Sell |
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|
2018
Q2 | $636K | Sell |
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|
2018
Q1 | $752K | Buy |
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|
2017
Q4 | $549K | Sell |
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|
2017
Q3 | $476K | Sell |
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|
2017
Q2 | $514K | Hold |
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|
2017
Q1 | $500K | Hold |
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|
2016
Q4 | $469K | Sell |
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|
2016
Q3 | $344K | Hold |
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|
2016
Q2 | $292K | Sell |
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|
2016
Q1 | $308K | Buy |
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|
2015
Q4 | $297K | Hold |
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|
2015
Q3 | $275K | Buy |
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|
2015
Q2 | $290K | Buy |
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|
2015
Q1 | $224K | Buy |
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|
2014
Q4 | $246K | Buy |
|