Winthrop Advisory Group’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 | $1.57M | Buy |
33,130
+2,823
| +9% | +$134K | 0.15% | 53 |
|
|
2025
Q1 | $1.26M | Sell |
30,307
-2,557
| -8% | -$107K | 0.15% | 52 |
|
|
2024
Q4 | $1.44M | Buy |
32,864
+1,612
| +5% | +$70.8K | 0.17% | 49 |
|
|
2024
Q3 | $1.24M | Buy |
31,252
+3,670
| +13% | +$146K | 0.15% | 51 |
|
|
2024
Q2 | $1.1M | Sell |
27,582
-98
| -0.4% | -$3.9K | 0.15% | 52 |
|
|
2024
Q1 | $1.05M | Sell |
27,680
-1,338
| -5% | -$50.7K | 0.15% | 53 |
|
|
2023
Q4 | $977K | Buy |
29,018
+831
| +3% | +$28K | 0.15% | 54 |
|
|
2023
Q3 | $772K | Sell |
28,187
-417
| -1% | -$11.4K | 0.13% | 55 |
|
|
2023
Q2 | $821K | Sell |
28,604
-287
| -1% | -$8.23K | 0.13% | 59 |
|
|
2023
Q1 | $826K | Buy |
28,891
+1,011
| +4% | +$28.9K | 0.15% | 55 |
|
|
2022
Q4 | $923K | Buy |
27,880
+787
| +3% | +$26.1K | 0.18% | 51 |
|
|
2022
Q3 | $818K | Buy |
27,093
+57
| +0.2% | +$1.72K | 0.18% | 48 |
|
|
2022
Q2 | $842K | Buy |
27,036
+2,202
| +9% | +$68.6K | 0.2% | 45 |
|
|
2022
Q1 | $1.02M | Buy |
24,834
+28
| +0.1% | +$1.16K | 0.21% | 42 |
|
|
2021
Q4 | $1.1M | Sell |
24,806
-906
| -4% | -$40.3K | 0.22% | 42 |
|
|
2021
Q3 | $1.09M | Buy |
25,712
+429
| +2% | +$18.2K | 0.24% | 41 |
|
|
2021
Q2 | $1.04M | Buy |
25,283
+725
| +3% | +$29.9K | 0.23% | 39 |
|
|
2021
Q1 | $950K | Buy |
24,558
+1,800
| +8% | +$69.6K | 0.23% | 42 |
|
|
2020
Q4 | $690K | Buy |
22,758
+6
| +0% | +$182 | 0.18% | 46 |
|
|
2020
Q3 | $550K | Sell |
22,752
-3,506
| -13% | -$84.8K | 0.17% | 50 |
|
|
2020
Q2 | $611K | Buy |
26,258
+296
| +1% | +$6.89K | 0.22% | 41 |
|
|
2020
Q1 | $551K | Sell |
25,962
-2,067
| -7% | -$43.9K | 0.22% | 41 |
|
|
2019
Q4 | $987K | Sell |
28,029
-1,084
| -4% | -$38.2K | 0.36% | 36 |
|
|
2019
Q3 | $849K | Buy |
29,113
+3,130
| +12% | +$91.3K | 0.34% | 36 |
|
|
2019
Q2 | $754K | Buy |
25,983
+2,795
| +12% | +$81.1K | 0.32% | 36 |
|
|
2019
Q1 | $648K | Buy |
23,188
+1,045
| +5% | +$29.2K | 0.29% | 41 |
|
|
2018
Q4 | $546K | Buy |
22,143
+2,115
| +11% | +$52.2K | 0.28% | 41 |
|
|
2018
Q3 | $590K | Buy |
20,028
+274
| +1% | +$8.07K | 0.33% | 41 |
|
|
2018
Q2 | $557K | Buy |
19,754
+35
| +0.2% | +$987 | 0.37% | 36 |
|
|
2018
Q1 | $595K | Sell |
19,719
-295
| -1% | -$8.9K | 0.42% | 31 |
|
|
2017
Q4 | $611K | Buy |
+20,014
| New | +$611K | 0.43% | 34 |
|