WhitTier Trust Company’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 | $5.11M | Buy |
108,013
+685
| +0.6% | +$32.4K | 0.12% | 157 |
|
|
2025
Q1 | $4.48M | Buy |
107,328
+43
| +0% | +$1.79K | 0.11% | 164 |
|
|
2024
Q4 | $4.72M | Sell |
107,285
-1,332
| -1% | -$58.5K | 0.12% | 155 |
|
|
2024
Q3 | $4.31M | Buy |
108,617
+29,022
| +36% | +$1.15M | 0.11% | 159 |
|
|
2024
Q2 | $3.17M | Buy |
79,595
+284
| +0.4% | +$11.3K | 0.09% | 180 |
|
|
2024
Q1 | $3.01M | Sell |
79,311
-5,164
| -6% | -$196K | 0.09% | 186 |
|
|
2023
Q4 | $2.84M | Sell |
84,475
-109
| -0.1% | -$3.67K | 0.09% | 181 |
|
|
2023
Q3 | $2.32M | Sell |
84,584
-1,551
| -2% | -$42.5K | 0.08% | 192 |
|
|
2023
Q2 | $2.47M | Buy |
86,135
+3,437
| +4% | +$98.6K | 0.08% | 191 |
|
|
2023
Q1 | $2.36M | Sell |
82,698
-1,896
| -2% | -$54.2K | 0.09% | 186 |
|
|
2022
Q4 | $2.8M | Sell |
84,594
-2,916
| -3% | -$96.5K | 0.11% | 167 |
|
|
2022
Q3 | $2.64M | Buy |
87,510
+28,225
| +48% | +$852K | 0.11% | 168 |
|
|
2022
Q2 | $1.85M | Buy |
59,285
+2,139
| +4% | +$66.6K | 0.08% | 208 |
|
|
2022
Q1 | $2.36M | Buy |
57,146
+99
| +0.2% | +$4.08K | 0.09% | 191 |
|
|
2021
Q4 | $2.54M | Hold |
57,047
| – | – | 0.09% | 179 |
|
|
2021
Q3 | $2.42M | Sell |
57,047
-3,373
| -6% | -$143K | 0.1% | 170 |
|
|
2021
Q2 | $2.49M | Buy |
60,420
+2,898
| +5% | +$119K | 0.1% | 167 |
|
|
2021
Q1 | $2.23M | Sell |
57,522
-827
| -1% | -$32K | 0.1% | 168 |
|
|
2020
Q4 | $1.77M | Sell |
58,349
-4,508
| -7% | -$137K | 0.09% | 184 |
|
|
2020
Q3 | $1.51M | Hold |
62,857
| – | – | 0.09% | 184 |
|
|
2020
Q2 | $1.49M | Sell |
62,857
-250
| -0.4% | -$5.94K | 0.09% | 175 |
|
|
2020
Q1 | $1.34M | Buy |
63,107
+5,463
| +9% | +$116K | 0.1% | 165 |
|
|
2019
Q4 | $2.03M | Sell |
57,644
-19,982
| -26% | -$704K | 0.13% | 144 |
|
|
2019
Q3 | $2.26M | Sell |
77,626
-614
| -0.8% | -$17.9K | 0.16% | 125 |
|
|
2019
Q2 | $2.27M | Sell |
78,240
-1,081
| -1% | -$31.4K | 0.16% | 124 |
|
|
2019
Q1 | $2.19M | Sell |
79,321
-616
| -0.8% | -$17K | 0.16% | 131 |
|
|
2018
Q4 | $1.97M | Buy |
79,937
+316
| +0.4% | +$7.78K | 0.16% | 133 |
|
|
2018
Q3 | $2.35M | Sell |
79,621
-1,760
| -2% | -$51.8K | 0.17% | 130 |
|
|
2018
Q2 | $2.29M | Buy |
81,381
+5,098
| +7% | +$144K | 0.18% | 127 |
|
|
2018
Q1 | $2.29M | Sell |
76,283
-1,737
| -2% | -$52.1K | 0.19% | 122 |
|
|
2017
Q4 | $2.3M | Sell |
78,020
-8,030
| -9% | -$237K | 0.2% | 117 |
|
|
2017
Q3 | $2.18M | Buy |
86,050
+271
| +0.3% | +$6.87K | 0.2% | 116 |
|
|
2017
Q2 | $2.08M | Sell |
85,779
-3,265
| -4% | -$79.2K | 0.2% | 119 |
|
|
2017
Q1 | $2.1M | Buy |
89,044
+1,333
| +2% | +$31.5K | 0.21% | 115 |
|
|
2016
Q4 | $1.94M | Buy |
87,711
+2,241
| +3% | +$49.5K | 0.21% | 113 |
|
|
2016
Q3 | $1.34M | Buy |
85,470
+1,969
| +2% | +$30.8K | 0.15% | 144 |
|
|
2016
Q2 | $1.11M | Sell |
83,501
-15,563
| -16% | -$207K | 0.13% | 165 |
|
|
2016
Q1 | $1.34M | Hold |
99,064
| – | – | 0.16% | 143 |
|
|
2015
Q4 | $1.67M | Buy |
99,064
+5,843
| +6% | +$98.3K | 0.2% | 124 |
|
|
2015
Q3 | $1.45M | Buy |
93,221
+6,693
| +8% | +$104K | 0.18% | 126 |
|
|
2015
Q2 | $1.47M | Buy |
86,528
+12,064
| +16% | +$205K | 0.16% | 130 |
|
|
2015
Q1 | $1.15M | Sell |
74,464
-10,215
| -12% | -$157K | 0.13% | 167 |
|
|
2014
Q4 | $1.51M | Buy |
84,679
+5,775
| +7% | +$103K | 0.17% | 125 |
|
|
2014
Q3 | $1.34M | Sell |
78,904
-2,247
| -3% | -$38.3K | 0.15% | 138 |
|
|
2014
Q2 | $1.25M | Buy |
81,151
+1,940
| +2% | +$29.8K | 0.14% | 153 |
|
|
2014
Q1 | $1.36M | Buy |
79,211
+7,066
| +10% | +$121K | 0.16% | 139 |
|
|
2013
Q4 | $1.12M | Sell |
72,145
-1,234
| -2% | -$19.2K | 0.14% | 149 |
|
|
2013
Q3 | $1.01M | Sell |
73,379
-65,986
| -47% | -$911K | 0.14% | 156 |
|
|
2013
Q2 | $1.79M | Buy |
+139,365
| New | +$1.79M | 0.26% | 91 |
|