Welch & Forbes’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 | $51.9M | Sell |
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|
2025
Q2 | $47.9M | Buy |
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|
2025
Q1 | $42.2M | Sell |
|
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|
2024
Q4 | $44.9M | Sell |
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|
2024
Q3 | $41.6M | Buy |
|
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|
2024
Q2 | $42.3M | Sell |
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|
2024
Q1 | $39.8M | Sell |
|
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|
2023
Q4 | $35.5M | Sell |
|
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|
2023
Q3 | $31.2M | Sell |
|
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|
2023
Q2 | $33.4M | Buy |
|
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|
2023
Q1 | $33M | Buy |
|
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|
2022
Q4 | $38M | Sell |
|
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|
2022
Q3 | $34.8M | Buy |
|
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|
2022
Q2 | $35.7M | Buy |
|
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|
2022
Q1 | $45.7M | Buy |
|
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|
2021
Q4 | $46.8M | Buy |
|
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|
2021
Q3 | $42.8M | Buy |
|
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|
2021
Q2 | $40.6M | Buy |
|
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|
2021
Q1 | $37.1M | Buy |
|
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|
2020
Q4 | $27.6M | Buy |
|
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|
2020
Q3 | $21.5M | Buy |
|
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|
2020
Q2 | $20.9M | Buy |
|
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|
2020
Q1 | $18.7M | Buy |
|
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|
2019
Q4 | $30.7M | Buy |
|
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|
2019
Q3 | $25.1M | Buy |
|
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|
2019
Q2 | $24.1M | Buy |
|
|||||
|
2019
Q1 | $22.3M | Sell |
|
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|
2018
Q4 | $20.1M | Buy |
|
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|
2018
Q3 | $23M | Buy |
|
|||||
|
2018
Q2 | $21.2M | Buy |
|
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|
2018
Q1 | $22.3M | Buy |
|
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|
2017
Q4 | $21.5M | Buy |
|
|||||
|
2017
Q3 | $18.3M | Buy |
|
|||||
|
2017
Q2 | $16.2M | Buy |
|
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|
2017
Q1 | $15.3M | Buy |
|
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|
2016
Q4 | $14M | Buy |
|
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|
2016
Q3 | – | Sell |
|
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|
2016
Q2 | $9.81M | Buy |
|
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|
2016
Q1 | $9.73M | Buy |
|
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|
2015
Q4 | $12M | Sell |
|
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|
2015
Q3 | $11.1M | Buy |
|
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|
2015
Q2 | $11.9M | Buy |
|
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|
2015
Q1 | $10.6M | Buy |
|
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|
2014
Q4 | $10.6M | Buy |
|
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|
2014
Q3 | $9.75M | Buy |
|
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|
2014
Q2 | $8.2M | Buy |
|
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|
2014
Q1 | $8.34M | Buy |
|
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|
2013
Q4 | $7.26M | Buy |
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|
2013
Q3 | $6.34M | Buy |
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|
2013
Q2 | $5.76M | Buy |
|