Whitney & Co’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
Q3 | $905K | Hold |
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|
2025
Q2 | $830K | Hold |
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|
2025
Q1 | $732K | Hold |
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|
2024
Q4 | $771K | Sell |
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|
2024
Q3 | $707K | Hold |
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|
2024
Q2 | $708K | Hold |
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|
2024
Q1 | $675K | Hold |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $534K | Sell |
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|
2022
Q3 | $490K | Hold |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $627K | Sell |
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|
2021
Q4 | $687K | Sell |
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|
2021
Q3 | $679K | Sell |
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|
2021
Q2 | $694K | Hold |
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|
2021
Q1 | $651K | Sell |
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|
2020
Q4 | $529K | Hold |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $473K | Sell |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $747K | Sell |
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|
2019
Q3 | $688K | Sell |
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|
2019
Q2 | $689K | Sell |
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|
2019
Q1 | $748K | Sell |
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|
2018
Q4 | $790K | Sell |
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|
2018
Q3 | $889K | Sell |
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|
2018
Q2 | $912K | Sell |
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|
2018
Q1 | $1.1M | Sell |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $703K | Hold |
|
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|
2017
Q2 | $703K | Buy |
|
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|
2017
Q1 | $513K | Buy |
|
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|
2016
Q4 | $461K | Sell |
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|
2016
Q3 | $399K | Sell |
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|
2016
Q2 | $347K | Buy |
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|
2016
Q1 | $309K | Buy |
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|
2015
Q4 | $377K | Sell |
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|
2015
Q3 | $361K | Buy |
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|
2015
Q2 | $385K | Sell |
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|
2015
Q1 | $385K | Buy |
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|
2014
Q4 | $341K | Buy |
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|
2014
Q3 | $293K | Sell |
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|
2014
Q2 | $335K | Sell |
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|
2014
Q1 | $383K | Hold |
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|
2013
Q4 | $347K | Buy |
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|
2013
Q3 | $211K | Sell |
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|
2013
Q2 | $218K | Buy |
|