Westfield Capital Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200M | Buy |
4,217,760
+873,264
| +26% | +$41.3M | 0.84% | 25 |
|
|
2025
Q1 | $140M | Buy |
3,344,496
+1,150,471
| +52% | +$48M | 0.68% | 38 |
|
|
2024
Q4 | $96.4M | Buy |
2,194,025
+370,358
| +20% | +$16.3M | 0.42% | 71 |
|
|
2024
Q3 | $72.4M | Buy |
1,823,667
+1,579,767
| +648% | +$62.7M | 0.33% | 102 |
|
|
2024
Q2 | $9.7M | Buy |
243,900
+14,312
| +6% | +$569K | 0.05% | 197 |
|
|
2024
Q1 | $8.71M | Buy |
229,588
+14,672
| +7% | +$556K | 0.05% | 200 |
|
|
2023
Q4 | $7.24M | Buy |
214,916
+4,830
| +2% | +$163K | 0.04% | 197 |
|
|
2023
Q3 | $5.75M | Buy |
210,086
+10,590
| +5% | +$290K | 0.04% | 195 |
|
|
2023
Q2 | $5.72M | Buy |
199,496
+12,761
| +7% | +$366K | 0.04% | 191 |
|
|
2023
Q1 | $5.34M | Sell |
186,735
-1,311,916
| -88% | -$37.5M | 0.04% | 192 |
|
|
2022
Q4 | $49.6M | Buy |
+1,498,651
| New | +$49.6M | 0.38% | 105 |
|
|
2022
Q1 | – | Sell |
-133,416
| Closed | -$5.94M | – | 237 |
|
|
2021
Q4 | $5.94M | Buy |
+133,416
| New | +$5.94M | 0.04% | 196 |
|
|
2019
Q3 | – | Sell |
-3,427,007
| Closed | -$99.4M | – | 239 |
|
|
2019
Q2 | $99.4M | Buy |
3,427,007
+461,396
| +16% | +$13.4M | 0.75% | 43 |
|
|
2019
Q1 | $81.8M | Sell |
2,965,611
-690,589
| -19% | -$19.1M | 0.62% | 55 |
|
|
2018
Q4 | $90.1M | Buy |
3,656,200
+3,558,270
| +3,633% | +$87.7M | 0.77% | 40 |
|
|
2018
Q3 | $2.89M | Sell |
97,930
-1,480
| -1% | -$43.6K | 0.02% | 223 |
|
|
2018
Q2 | $2.8M | Sell |
99,410
-3,045,373
| -97% | -$85.8M | 0.02% | 224 |
|
|
2018
Q1 | $94.3M | Sell |
3,144,783
-610,933
| -16% | -$18.3M | 0.73% | 43 |
|
|
2017
Q4 | $111M | Buy |
3,755,716
+253,062
| +7% | +$7.47M | 0.85% | 28 |
|
|
2017
Q3 | $88.8M | Buy |
+3,502,654
| New | +$88.8M | 0.68% | 46 |
|
|
2016
Q1 | – | Sell |
-343,650
| Closed | -$5.78M | – | 267 |
|
|
2015
Q4 | $5.78M | Hold |
343,650
| – | – | 0.04% | 214 |
|
|
2015
Q3 | $5.35M | Buy |
343,650
+285,300
| +489% | +$4.44M | 0.04% | 205 |
|
|
2015
Q2 | $993K | Buy |
+58,350
| New | +$993K | 0.01% | 254 |
|