AWA
Aaron Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
50,376
+2,814
| +6% | +$133K | 0.24% | 61 |
|
|
2025
Q1 | $1.98M | Buy |
47,562
+406
| +0.9% | +$16.9K | 0.23% | 63 |
|
|
2024
Q4 | $2.07M | Buy |
47,156
+2,769
| +6% | +$122K | 0.24% | 61 |
|
|
2024
Q3 | $1.76M | Buy |
44,387
+5,360
| +14% | +$213K | 0.21% | 65 |
|
|
2024
Q2 | $1.55M | Buy |
39,027
+313
| +0.8% | +$12.4K | 0.22% | 65 |
|
|
2024
Q1 | $1.47M | Buy |
38,714
+11,410
| +42% | +$433K | 0.21% | 69 |
|
|
2023
Q4 | $919K | Buy |
27,304
+1,776
| +7% | +$59.8K | 0.15% | 82 |
|
|
2023
Q3 | $699K | Sell |
25,528
-65,586
| -72% | -$1.8M | 0.09% | 120 |
|
|
2023
Q2 | $2.61M | Buy |
91,114
+774
| +0.9% | +$22.2K | 0.34% | 47 |
|
|
2023
Q1 | $2.58M | Sell |
90,340
-3,257
| -3% | -$93.2K | 0.36% | 48 |
|
|
2022
Q4 | $3.1M | Buy |
93,597
+26,952
| +40% | +$893K | 0.45% | 43 |
|
|
2022
Q3 | $2.01M | Buy |
66,645
+359
| +0.5% | +$10.8K | 0.37% | 50 |
|
|
2022
Q2 | $2.06M | Sell |
66,286
-2,377,853
| -97% | -$74M | 0.52% | 39 |
|
|
2022
Q1 | $59.3M | Buy |
2,444,139
+2,415,408
| +8,407% | +$58.6M | 0.82% | 21 |
|
|
2021
Q4 | $1.28M | Buy |
28,731
+153
| +0.5% | +$6.81K | 0.36% | 44 |
|
|
2021
Q3 | $1.21M | Buy |
28,578
+1,029
| +4% | +$43.7K | 0.34% | 41 |
|
|
2021
Q2 | $1.14M | Sell |
27,549
-173
| -0.6% | -$7.13K | 0.37% | 45 |
|
|
2021
Q1 | $1.07M | Buy |
27,722
+10,565
| +62% | +$409K | 0.39% | 45 |
|
|
2020
Q4 | $520K | Buy |
+17,157
| New | +$520K | 0.19% | 74 |
|