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Westmount Partners’s Bank of America BAC Stock Holding History

Westmount Partners’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
20,783
+1,001
+5% +$53.2K 0.26% 82
2026
Q1 		$964K Sell
19,782
-2,506
-11% -$129K 0.24% 85
2025
Q4 		$1.23M Sell
22,288
-108
-0.5% -$5.71K 0.31% 66
2025
Q3 		$1.14M Buy
22,396
+16
+0.1% +$781 0.29% 71
2025
Q2 		$1.06M Buy
22,380
+16
+0.1% +$673 0.29% 71
2025
Q1 		$933K Sell
22,364
-81
-0.4% -$3.61K 0.28% 76
2024
Q4 		$986K Buy
22,445
+2,094
+10% +$92.1K 0.3% 67
2024
Q3 		$808K Sell
20,351
-4,165
-17% -$167K 0.24% 86
2024
Q2 		$981K Sell
24,516
-122
-0.5% -$4.68K 0.32% 65
2024
Q1 		$934K Buy
24,638
+1,151
+5% +$39.5K 0.34% 64
2023
Q4 		$791K Sell
23,487
-357
-1% -$10.4K 0.32% 67
2023
Q3 		$653K Buy
23,844
+698
+3% +$20.7K 0.29% 82
2023
Q2 		$664K Buy
23,146
+2,530
+12% +$72.2K 0.29% 76
2023
Q1 		$590K Sell
20,616
-311
-1% -$10.3K 0.27% 83
2022
Q4 		$693K Buy
+20,927
New +$721K 0.36% 66

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CRM
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DJC
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CNB
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EB
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P
PensionDanmark Copenhagen O, Denmark $12B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return