Wendell David Associates’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 | $965K | Hold |
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|
2025
Q1 | $851K | Hold |
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|
2024
Q4 | $896K | Hold |
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|
2024
Q3 | $809K | Hold |
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|
2024
Q2 | $811K | Hold |
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|
2024
Q1 | $773K | Sell |
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|
2023
Q4 | $707K | Hold |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $632K | Sell |
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|
2023
Q1 | $638K | Hold |
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|
2022
Q4 | $739K | Hold |
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|
2022
Q3 | $674K | Hold |
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|
2022
Q2 | $695K | Hold |
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|
2022
Q1 | $920K | Hold |
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|
2021
Q4 | $993K | Hold |
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|
2021
Q3 | $947K | Hold |
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|
2021
Q2 | $920K | Sell |
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|
2021
Q1 | $865K | Buy |
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|
2020
Q4 | $672K | Buy |
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|
2020
Q3 | $530K | Sell |
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|
2020
Q2 | $576K | Hold |
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|
2020
Q1 | $515K | Sell |
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|
2019
Q4 | $861K | Hold |
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|
2019
Q3 | $713K | Buy |
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|
2019
Q2 | $699K | Sell |
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|
2019
Q1 | $687K | Buy |
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