9WM
9258 Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.61M | Buy |
65,825
+318
| +0.5% | +$12.6K | 0.39% | 48 |
|
|
2024
Q2 | $2.61M | Sell |
65,507
-4,378
| -6% | -$174K | 0.4% | 50 |
|
|
2024
Q1 | $2.65M | Buy |
69,885
+238
| +0.3% | +$9.03K | 0.41% | 51 |
|
|
2023
Q4 | $2.35M | Sell |
69,647
-2,009
| -3% | -$67.6K | 0.41% | 52 |
|
|
2023
Q3 | $1.96M | Sell |
71,656
-704
| -1% | -$19.3K | 0.38% | 59 |
|
|
2023
Q2 | $2.08M | Sell |
72,360
-906
| -1% | -$26K | 0.39% | 55 |
|
|
2023
Q1 | $2.1M | Sell |
73,266
-93
| -0.1% | -$2.66K | 0.42% | 53 |
|
|
2022
Q4 | $2.43M | Buy |
73,359
+6,551
| +10% | +$217K | 0.53% | 41 |
|
|
2022
Q3 | $2.02M | Buy |
66,808
+1,333
| +2% | +$40.3K | 0.52% | 43 |
|
|
2022
Q2 | $2.04M | Sell |
65,475
-2,148
| -3% | -$66.9K | 0.52% | 47 |
|
|
2022
Q1 | $2.79M | Buy |
67,623
+3,304
| +5% | +$136K | 0.65% | 29 |
|
|
2021
Q4 | $2.86M | Buy |
64,319
+4,663
| +8% | +$207K | 0.66% | 27 |
|
|
2021
Q3 | $2.53M | Sell |
59,656
-1,926
| -3% | -$81.7K | 0.68% | 27 |
|
|
2021
Q2 | $2.54M | Buy |
61,582
+1,957
| +3% | +$80.7K | 0.68% | 27 |
|
|
2021
Q1 | $2.31M | Sell |
59,625
-90
| -0.2% | -$3.48K | 0.69% | 25 |
|
|
2020
Q4 | $1.81M | Buy |
59,715
+864
| +1% | +$26.2K | 0.59% | 30 |
|
|
2020
Q3 | $1.4M | Buy |
58,851
+1,444
| +3% | +$34.2K | 0.53% | 33 |
|
|
2020
Q2 | $1.36M | Sell |
57,407
-1,533
| -3% | -$36.4K | 0.55% | 35 |
|
|
2020
Q1 | $1.38M | Buy |
58,940
+3,095
| +6% | +$72.6K | 0.61% | 32 |
|
|
2019
Q4 | $1.97M | Buy |
55,845
+701
| +1% | +$24.7K | 0.72% | 29 |
|
|
2019
Q3 | $1.61M | Buy |
55,144
+172
| +0.3% | +$5.02K | 1.25% | 15 |
|
|
2019
Q2 | $1.59M | Buy |
54,972
+6,664
| +14% | +$193K | 1.28% | 13 |
|
|
2019
Q1 | $1.33M | Sell |
48,308
-8,058
| -14% | -$222K | 1.13% | 18 |
|
|
2018
Q4 | $1.39M | Buy |
+56,366
| New | +$1.39M | 1.34% | 12 |
|