AWM
Accel Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
16,153
-141
| -0.9% | -$6.67K | 0.26% | 91 |
|
|
2025
Q1 | $680K | Sell |
16,294
-767
| -4% | -$32K | 0.25% | 95 |
|
|
2024
Q4 | $750K | Sell |
17,061
-1,093
| -6% | -$48K | 0.28% | 88 |
|
|
2024
Q3 | $720K | Sell |
18,154
-458
| -2% | -$18.2K | 0.27% | 90 |
|
|
2024
Q2 | $740K | Sell |
18,612
-523
| -3% | -$20.8K | 0.3% | 86 |
|
|
2024
Q1 | $726K | Sell |
19,135
-38
| -0.2% | -$1.44K | 0.31% | 81 |
|
|
2023
Q4 | $646K | Buy |
19,173
+55
| +0.3% | +$1.85K | 0.32% | 77 |
|
|
2023
Q3 | $523K | Sell |
19,118
-940
| -5% | -$25.7K | 0.29% | 88 |
|
|
2023
Q2 | $575K | Buy |
20,058
+85
| +0.4% | +$2.44K | 0.32% | 79 |
|
|
2023
Q1 | $571K | Sell |
19,973
-1,004
| -5% | -$28.7K | 0.23% | 97 |
|
|
2022
Q4 | $695K | Buy |
20,977
+529
| +3% | +$17.5K | 0.33% | 65 |
|
|
2022
Q3 | $662K | Sell |
20,448
-110
| -0.5% | -$3.56K | 0.35% | 67 |
|
|
2022
Q2 | $663K | Buy |
20,558
+156
| +0.8% | +$5.03K | 0.38% | 63 |
|
|
2022
Q1 | $834K | Sell |
20,402
-26
| -0.1% | -$1.06K | 0.43% | 57 |
|
|
2021
Q4 | $909K | Buy |
20,428
+621
| +3% | +$27.6K | 0.45% | 54 |
|
|
2021
Q3 | $841K | Buy |
19,807
+324
| +2% | +$13.8K | 0.54% | 48 |
|
|
2021
Q2 | $803K | Buy |
19,483
+69
| +0.4% | +$2.84K | 0.53% | 45 |
|
|
2021
Q1 | $751K | Buy |
19,414
+273
| +1% | +$10.6K | 0.61% | 38 |
|
|
2020
Q4 | $580K | Buy |
+19,141
| New | +$580K | 0.54% | 41 |
|