WF
WoodTrust Financial’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Buy |
127,802
+112,275
| +723% | +$28.7M | 4.15% | 2 |
|
|
2025
Q1 | $648K | Sell |
15,527
-1,156
| -7% | -$48.2K | 0.09% | 101 |
|
|
2024
Q4 | $733K | Buy |
16,683
+140
| +0.8% | +$6.15K | 0.1% | 95 |
|
|
2024
Q3 | $656K | Sell |
16,543
-7,411
| -31% | -$294K | 0.09% | 100 |
|
|
2024
Q2 | $953K | Buy |
23,954
+724
| +3% | +$28.8K | 0.15% | 89 |
|
|
2024
Q1 | $881 | Buy |
23,230
+15,096
| +186% | +$573 | 0.14% | 93 |
|
|
2023
Q4 | $274K | Buy |
8,134
+12
| +0.1% | +$404 | 0.05% | 140 |
|
|
2023
Q3 | $222K | Sell |
8,122
-200
| -2% | -$5.47K | 0.04% | 142 |
|
|
2023
Q2 | $239K | Hold |
8,322
| – | – | 0.04% | 139 |
|
|
2023
Q1 | $238K | Hold |
8,322
| – | – | 0.05% | 136 |
|
|
2022
Q4 | $276K | Sell |
8,322
-763
| -8% | -$25.3K | 0.06% | 127 |
|
|
2022
Q3 | $274K | Hold |
9,085
| – | – | 0.06% | 125 |
|
|
2022
Q2 | $283K | Buy |
9,085
+1,800
| +25% | +$56.1K | 0.06% | 124 |
|
|
2022
Q1 | $300K | Hold |
7,285
| – | – | 0.06% | 123 |
|
|
2021
Q4 | $324K | Hold |
7,285
| – | – | 0.07% | 111 |
|
|
2021
Q3 | $309K | Sell |
7,285
-2,175
| -23% | -$92.3K | 0.07% | 107 |
|
|
2021
Q2 | $390K | Buy |
9,460
+2,175
| +30% | +$89.7K | 0.1% | 77 |
|
|
2021
Q1 | $282K | Hold |
7,285
| – | – | 0.08% | 74 |
|
|
2020
Q4 | $221K | Buy |
+7,285
| New | +$221K | 0.07% | 96 |
|