AWA
Aletheian 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 | $259K | Sell |
5,467
-248
| -4% | -$11.7K | 0.13% | 79 |
|
|
2025
Q1 | $238K | Sell |
5,715
-133
| -2% | -$5.55K | 0.13% | 78 |
|
|
2024
Q4 | $257K | Buy |
5,848
+176
| +3% | +$7.74K | 0.15% | 67 |
|
|
2024
Q3 | $225K | Sell |
5,672
-20,773
| -79% | -$824K | 0.13% | 75 |
|
|
2024
Q2 | $1.05M | Sell |
26,445
-2,953
| -10% | -$117K | 0.55% | 41 |
|
|
2024
Q1 | $1.11M | Buy |
29,398
+6,732
| +30% | +$255K | 0.6% | 41 |
|
|
2023
Q4 | $763K | Sell |
22,666
-600
| -3% | -$20.2K | 0.51% | 49 |
|
|
2023
Q3 | $637K | Sell |
23,266
-1,760
| -7% | -$48.2K | 0.49% | 50 |
|
|
2023
Q2 | $718K | Buy |
+25,026
| New | +$718K | 0.49% | 53 |
|