West Branch Capital’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 | $2.97M | Buy |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.61M | Buy |
|
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|
2024
Q1 | $1.46M | Buy |
|
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $962K | Buy |
|
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.07M | Sell |
|
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.78M | Buy |
|
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.41M | Buy |
|
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.04M | Buy |
|
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|
2020
Q2 | $951K | Buy |
|
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|
2020
Q1 | $255K | Sell |
|
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|
2019
Q4 | $1.26M | Buy |
|
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|
2019
Q3 | $326K | Buy |
|
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|
2019
Q2 | $309K | Hold |
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|
2019
Q1 | $294K | Buy |
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|
2018
Q4 | $261K | Hold |
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|
2018
Q3 | $312K | Hold |
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|
2018
Q2 | $298K | Hold |
|
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|
2018
Q1 | $317K | Buy |
|