Welch Group’s Bank of America BAC Stock Holding History

Welch Group’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Buy	28,697 +686	+2%	+$32.5K	0.06%	88
2025 Q1	$1.16M	Sell	28,011 -6,689	-19%	-$276K	0.05%	90
2024 Q4	$1.52M	Sell	34,700 -7,781	-18%	-$342K	0.07%	83
2024 Q3	$1.69M	Sell	42,481 -140	-0.3%	-$5.56K	0.07%	77
2024 Q2	$1.7M	Buy	42,621 +2,327	+6%	+$92.5K	0.08%	70
2024 Q1	$1.53M	Buy	40,294 +13,028	+48%	+$494K	0.08%	70
2023 Q4	$918K	Sell	27,266 -791	-3%	-$26.6K	0.05%	94
2023 Q3	$768K	Sell	28,057 -2,601	-8%	-$71.2K	0.05%	90
2023 Q2	$880K	Sell	30,658 -2,499	-8%	-$71.7K	0.05%	86
2023 Q1	$948K	Sell	33,157 -45,871	-58%	-$1.31M	0.06%	81
2022 Q4	$2.62M	Buy	79,028 +784	+1%	+$26K	0.15%	62
2022 Q3	$2.36M	Hold	78,244	–	–	0.15%	60
2022 Q2	$2.44M	Buy	78,244 +2,007	+3%	+$62.5K	0.15%	60
2022 Q1	$3.14M	Sell	76,237 -124	-0.2%	-$5.11K	0.18%	59
2021 Q4	$3.4M	Hold	76,361	–	–	0.2%	55
2021 Q3	$3.24M	Buy	76,361 +654	+0.9%	+$27.8K	0.22%	53
2021 Q2	$3.12M	Buy	75,707 +548	+0.7%	+$22.6K	0.21%	52
2021 Q1	$2.91M	Buy	75,159 +8,135	+12%	+$315K	0.21%	50
2020 Q4	$2.03M	Sell	67,024 -415	-0.6%	-$12.6K	0.16%	56
2020 Q3	$1.63M	Sell	67,439 -4,470	-6%	-$108K	0.14%	51
2020 Q2	$1.71M	Buy	71,909 +3,846	+6%	+$91.4K	0.16%	50
2020 Q1	$1.45M	Buy	68,063 +3,209	+5%	+$68.1K	0.15%	49
2019 Q4	$2.28M	Buy	64,854 +710	+1%	+$25K	0.22%	41
2019 Q3	$1.87M	Hold	64,144	–	–	0.19%	43
2019 Q2	$1.86M	Buy	64,144 +332	+0.5%	+$9.63K	0.2%	43
2019 Q1	$1.76M	Hold	63,812	–	–	0.19%	42
2018 Q4	$1.57M	Hold	63,812	–	–	0.19%	46
2018 Q3	$1.88K	Hold	63,812	–	–	0.2%	44
2018 Q2	$1.8M	Sell	63,812 -1,017	-2%	-$28.7K	0.22%	42
2018 Q1	$1.94M	Buy	64,829 +2,917	+5%	+$87.5K	0.25%	41
2017 Q4	$1.83M	Hold	61,912	–	–	0.28%	41
2017 Q3	$1.57M	Sell	61,912 -85	-0.1%	-$2.15K	0.26%	42
2017 Q2	$1.5M	Buy	61,997 +51,962	+518%	+$1.26M	0.25%	43
2017 Q1	$237K	Buy	10,035 +42	+0.4%	+$992	0.04%	78
2016 Q4	$221K	Buy	9,993 +2,300	+30%	+$50.9K	0.04%	83
2016 Q3	$120K	Hold	7,693	–	–	0.02%	127
2016 Q2	$102K	Sell	7,693 -2,038	-21%	-$27K	0.02%	123
2016 Q1	$132K	Buy	9,731 +1,027	+12%	+$13.9K	0.02%	130
2015 Q4	$147K	Hold	8,704	–	–	0.03%	126
2015 Q3	$136K	Buy	8,704 +1	+0%	+$16	0.03%	127
2015 Q2	$148K	Hold	8,703	–	–	0.03%	124
2015 Q1	$134	Sell	8,703 -50	-0.6%	-$1	0.02%	130
2014 Q4	$157K	Sell	8,753 -2,000	-19%	-$35.9K	0.03%	120
2014 Q3	$183K	Buy	10,753 +2,001	+23%	+$34.1K	0.04%	107
2014 Q2	$135K	Sell	8,752 -291	-3%	-$4.49K	0.03%	126
2014 Q1	$156K	Buy	9,043 +241	+3%	+$4.16K	0.04%	109
2013 Q4	$137K	Hold	8,802	–	–	0.03%	117
2013 Q3	$121K	Hold	8,802	–	–	0.03%	119
2013 Q2	$113K	Buy	+8,802	New	+$113K	0.03%	116