AWM
Allen 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 | $410K | Sell |
8,662
-240
| -3% | -$11.4K | 0.29% | 42 |
|
|
2025
Q1 | $371K | Buy |
8,902
+1,750
| +24% | +$73K | 0.26% | 44 |
|
|
2024
Q4 | $314K | Sell |
7,152
-210
| -3% | -$9.23K | 0.23% | 47 |
|
|
2024
Q3 | $292K | Hold |
7,362
| – | – | 0.2% | 52 |
|
|
2024
Q2 | $293K | Sell |
7,362
-311
| -4% | -$12.4K | 0.26% | 49 |
|
|
2024
Q1 | $291K | Hold |
7,673
| – | – | 0.26% | 48 |
|
|
2023
Q4 | $258K | Buy |
+7,673
| New | +$258K | 0.25% | 47 |
|