AWM
Accurate 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 | $1.82M | Buy |
38,731
+3,399
| +10% | +$160K | 0.28% | 91 |
|
|
2025
Q1 | $1.27M | Buy |
35,332
+4,422
| +14% | +$159K | 0.24% | 97 |
|
|
2024
Q4 | $1.4M | Sell |
30,910
-3,230
| -9% | -$146K | 0.27% | 93 |
|
|
2024
Q3 | $1.44M | Buy |
34,140
+641
| +2% | +$27K | 0.29% | 90 |
|
|
2024
Q2 | $1.4M | Buy |
33,499
+5,995
| +22% | +$251K | 0.34% | 79 |
|
|
2024
Q1 | $1.02M | Sell |
27,504
-748
| -3% | -$27.7K | 0.3% | 80 |
|
|
2023
Q4 | $937K | Sell |
28,252
-809
| -3% | -$26.8K | 0.29% | 80 |
|
|
2023
Q3 | $801K | Buy |
29,061
+668
| +2% | +$18.4K | 0.25% | 91 |
|
|
2023
Q2 | $828K | Buy |
28,393
+5,571
| +24% | +$163K | 0.26% | 87 |
|
|
2023
Q1 | $638K | Buy |
22,822
+3,428
| +18% | +$95.8K | 0.22% | 105 |
|
|
2022
Q4 | $662K | Buy |
19,394
+6,442
| +50% | +$220K | 0.24% | 85 |
|
|
2022
Q3 | $461K | Sell |
12,952
-680
| -5% | -$24.2K | 0.19% | 98 |
|
|
2022
Q2 | $429K | Buy |
13,632
+2,515
| +23% | +$79.1K | 0.23% | 88 |
|
|
2022
Q1 | $458K | Sell |
11,117
-12,984
| -54% | -$535K | 0.21% | 95 |
|
|
2021
Q4 | $1.42M | Buy |
24,101
+460
| +2% | +$27.1K | 1.16% | 12 |
|
|
2021
Q3 | $1.39M | Buy |
23,641
+15,079
| +176% | +$884K | 1.21% | 12 |
|
|
2021
Q2 | $353K | Buy |
+8,562
| New | +$353K | 0.31% | 82 |
|