Westover Capital Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Sell |
17,388
-140
| -0.8% | -$6.63K | 0.16% | 109 |
|
|
2025
Q1 | $731K | Buy |
17,528
+64
| +0.4% | +$2.67K | 0.16% | 115 |
|
|
2024
Q4 | $768K | Buy |
17,464
+1,161
| +7% | +$51K | 0.17% | 114 |
|
|
2024
Q3 | $647K | Hold |
16,303
| – | – | 0.12% | 121 |
|
|
2024
Q2 | $648K | Buy |
+16,303
| New | +$648K | 0.17% | 109 |
|
|
2023
Q4 | – | Sell |
-22,123
| Closed | -$606K | – | 173 |
|
|
2023
Q3 | $606K | Sell |
22,123
-22,933
| -51% | -$628K | 0.22% | 90 |
|
|
2023
Q2 | $1.29M | Sell |
45,056
-4,761
| -10% | -$137K | 0.45% | 57 |
|
|
2023
Q1 | $1.42M | Sell |
49,817
-59
| -0.1% | -$1.69K | 0.53% | 56 |
|
|
2022
Q4 | $1.65M | Sell |
49,876
-2,017
| -4% | -$66.8K | 0.65% | 45 |
|
|
2022
Q3 | $1.57M | Buy |
51,893
+910
| +2% | +$27.5K | 0.6% | 54 |
|
|
2022
Q2 | $1.59M | Buy |
+50,983
| New | +$1.59M | 0.59% | 51 |
|
|
2018
Q4 | – | Sell |
-37,884
| Closed | -$1.12M | – | 114 |
|
|
2018
Q3 | $1.12M | Buy |
37,884
+9,769
| +35% | +$288K | 0.57% | 61 |
|
|
2018
Q2 | $793K | Sell |
28,115
-1,273
| -4% | -$35.9K | 0.43% | 64 |
|
|
2018
Q1 | $881K | Sell |
29,388
-1,645
| -5% | -$49.3K | 0.48% | 58 |
|
|
2017
Q4 | $916K | Buy |
31,033
+3,806
| +14% | +$112K | 0.5% | 63 |
|
|
2017
Q3 | $690K | Buy |
+27,227
| New | +$690K | 0.41% | 68 |
|