AWC
Abundance Wealth Counselors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
23,771
-471
| -2% | -$22.3K | 0.21% | 84 |
|
|
2025
Q1 | $1.01M | Buy |
24,242
+762
| +3% | +$31.8K | 0.21% | 85 |
|
|
2024
Q4 | $1.03M | Buy |
23,480
+684
| +3% | +$30.1K | 0.22% | 79 |
|
|
2024
Q3 | $905K | Buy |
22,796
+560
| +3% | +$22.2K | 0.19% | 91 |
|
|
2024
Q2 | $884K | Sell |
22,236
-1,044
| -4% | -$41.5K | 0.41% | 48 |
|
|
2024
Q1 | $883K | Buy |
23,280
+821
| +4% | +$31.1K | 0.2% | 79 |
|
|
2023
Q4 | $756K | Sell |
22,459
-2,367
| -10% | -$79.7K | 0.2% | 84 |
|
|
2023
Q3 | $680K | Buy |
+24,826
| New | +$680K | 0.19% | 79 |
|
|
2023
Q2 | – | Sell |
-30,082
| Closed | -$860K | – | 73 |
|
|
2023
Q1 | $860K | Sell |
30,082
-6,378
| -17% | -$182K | 0.22% | 67 |
|
|
2022
Q4 | $1.21M | Buy |
36,460
+206
| +0.6% | +$6.83K | 0.33% | 54 |
|
|
2022
Q3 | $1.1M | Sell |
36,254
-50
| -0.1% | -$1.51K | 0.31% | 51 |
|
|
2022
Q2 | $1.13M | Sell |
36,304
-787
| -2% | -$24.5K | 0.31% | 52 |
|
|
2022
Q1 | $1.53M | Sell |
37,091
-5,219
| -12% | -$215K | 0.42% | 40 |
|
|
2021
Q4 | $1.88M | Buy |
+42,310
| New | +$1.88M | 0.48% | 26 |
|
|
2021
Q3 | – | Sell |
-43,930
| Closed | -$1.81M | – | 51 |
|
|
2021
Q2 | $1.81M | Buy |
43,930
+6,402
| +17% | +$264K | 0.47% | 22 |
|
|
2021
Q1 | $1.45M | Buy |
37,528
+2,778
| +8% | +$107K | 0.36% | 21 |
|
|
2020
Q4 | $1.05M | Buy |
34,750
+5,056
| +17% | +$153K | 0.26% | 31 |
|
|
2020
Q3 | $715K | Sell |
29,694
-23
| -0.1% | -$554 | 0.21% | 47 |
|
|
2020
Q2 | $706K | Buy |
+29,717
| New | +$706K | 0.21% | 33 |
|