YHB Investment 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 | $955K | Sell |
20,191
-863
| -4% | -$40.8K | 0.07% | 162 |
|
|
2025
Q1 | $879K | Buy |
21,054
+769
| +4% | +$32.1K | 0.07% | 156 |
|
|
2024
Q4 | $892K | Buy |
20,285
+4,921
| +32% | +$216K | 0.07% | 155 |
|
|
2024
Q3 | $610K | Sell |
15,364
-2,717
| -15% | -$108K | 0.05% | 188 |
|
|
2024
Q2 | $719K | Buy |
18,081
+1,422
| +9% | +$56.6K | 0.06% | 170 |
|
|
2024
Q1 | $632K | Sell |
16,659
-670
| -4% | -$25.4K | 0.06% | 179 |
|
|
2023
Q4 | $583K | Buy |
17,329
+278
| +2% | +$9.36K | 0.06% | 176 |
|
|
2023
Q3 | $467K | Buy |
17,051
+196
| +1% | +$5.37K | 0.04% | 193 |
|
|
2023
Q2 | $484K | Buy |
16,855
+66
| +0.4% | +$1.89K | 0.05% | 192 |
|
|
2023
Q1 | $480K | Sell |
16,789
-116
| -0.7% | -$3.32K | 0.05% | 189 |
|
|
2022
Q4 | $560K | Buy |
16,905
+196
| +1% | +$6.49K | 0.06% | 175 |
|
|
2022
Q3 | $505K | Buy |
16,709
+46
| +0.3% | +$1.39K | 0.06% | 186 |
|
|
2022
Q2 | $519K | Buy |
16,663
+699
| +4% | +$21.8K | 0.05% | 184 |
|
|
2022
Q1 | $658K | Sell |
15,964
-842
| -5% | -$34.7K | 0.06% | 179 |
|
|
2021
Q4 | $748K | Buy |
16,806
+349
| +2% | +$15.5K | 0.06% | 181 |
|
|
2021
Q3 | $699K | Sell |
16,457
-5,465
| -25% | -$232K | 0.06% | 182 |
|
|
2021
Q2 | $904K | Sell |
21,922
-11,453
| -34% | -$472K | 0.08% | 173 |
|
|
2021
Q1 | $1.31M | Sell |
33,375
-151
| -0.5% | -$5.91K | 0.11% | 156 |
|
|
2020
Q4 | $1.02M | Buy |
33,526
+130
| +0.4% | +$3.94K | 0.1% | 161 |
|
|
2020
Q3 | $805K | Buy |
33,396
+1,471
| +5% | +$35.5K | 0.09% | 166 |
|
|
2020
Q2 | $758K | Sell |
31,925
-225
| -0.7% | -$5.34K | 0.11% | 118 |
|
|
2020
Q1 | $683K | Buy |
32,150
+64
| +0.2% | +$1.36K | 0.12% | 117 |
|
|
2019
Q4 | $1.13M | Sell |
32,086
-777
| -2% | -$27.4K | 0.16% | 105 |
|
|
2019
Q3 | $959K | Buy |
32,863
+610
| +2% | +$17.8K | 0.15% | 112 |
|
|
2019
Q2 | $935K | Buy |
32,253
+53
| +0.2% | +$1.54K | 0.15% | 113 |
|
|
2019
Q1 | $888K | Buy |
32,200
+204
| +0.6% | +$5.63K | 0.14% | 120 |
|
|
2018
Q4 | $788K | Buy |
31,996
+967
| +3% | +$23.8K | 0.14% | 119 |
|
|
2018
Q3 | $914K | Sell |
31,029
-43,373
| -58% | -$1.28M | 0.14% | 121 |
|
|
2018
Q2 | $2.1M | Sell |
74,402
-28,795
| -28% | -$812K | 0.34% | 86 |
|
|
2018
Q1 | $3.1M | Sell |
103,197
-31,407
| -23% | -$942K | 0.52% | 65 |
|
|
2017
Q4 | $3.97M | Sell |
134,604
-1,522
| -1% | -$44.9K | 0.68% | 46 |
|
|
2017
Q3 | $3.45M | Sell |
136,126
-25,324
| -16% | -$642K | 0.62% | 54 |
|
|
2017
Q2 | $3.92M | Buy |
161,450
+23,729
| +17% | +$576K | 0.67% | 45 |
|
|
2017
Q1 | $3.21M | Buy |
137,721
+2,012
| +1% | +$47K | 0.62% | 54 |
|
|
2016
Q4 | $3M | Buy |
135,709
+18,730
| +16% | +$414K | 0.62% | 55 |
|
|
2016
Q3 | $1.83M | Buy |
116,979
+565
| +0.5% | +$8.84K | 0.44% | 67 |
|
|
2016
Q2 | $1.55M | Buy |
116,414
+46,534
| +67% | +$618K | 0.34% | 79 |
|
|
2016
Q1 | $945K | Sell |
69,880
-45,466
| -39% | -$615K | 0.26% | 89 |
|
|
2015
Q4 | $1.94M | Sell |
115,346
-2,923
| -2% | -$49.2K | 0.44% | 71 |
|
|
2015
Q3 | $1.84M | Buy |
118,269
+28,238
| +31% | +$440K | 0.44% | 70 |
|
|
2015
Q2 | $1.53M | Buy |
90,031
+79,051
| +720% | +$1.35M | 0.33% | 84 |
|
|
2015
Q1 | $169K | Buy |
10,980
+273
| +3% | +$4.2K | 0.04% | 166 |
|
|
2014
Q4 | $192K | Buy |
10,707
+26
| +0.2% | +$466 | 0.04% | 160 |
|
|
2014
Q3 | $182K | Sell |
10,681
-974
| -8% | -$16.6K | 0.04% | 150 |
|
|
2014
Q2 | $179K | Buy |
11,655
+1,006
| +9% | +$15.5K | 0.04% | 151 |
|
|
2014
Q1 | $183K | Sell |
10,649
-383
| -3% | -$6.58K | 0.05% | 149 |
|
|
2013
Q4 | $172K | Sell |
11,032
-2,170
| -16% | -$33.8K | 0.05% | 144 |
|
|
2013
Q3 | $182K | Buy |
13,202
+7
| +0.1% | +$97 | 0.05% | 139 |
|
|
2013
Q2 | $170K | Buy |
+13,195
| New | +$170K | 0.05% | 140 |
|