AWAU
Alliance Wealth Advisors (Utah)’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
9,671
+1,811
| +23% | +$85.7K | 0.11% | 174 |
|
|
2025
Q1 | $328K | Sell |
7,860
-363
| -4% | -$15.1K | 0.09% | 202 |
|
|
2024
Q4 | $361K | Buy |
8,223
+103
| +1% | +$4.53K | 0.09% | 198 |
|
|
2024
Q3 | $322K | Sell |
8,120
-12
| -0.1% | -$476 | 0.08% | 199 |
|
|
2024
Q2 | $323K | Buy |
8,132
+318
| +4% | +$12.6K | 0.09% | 185 |
|
|
2024
Q1 | $296K | Buy |
7,814
+721
| +10% | +$27.3K | 0.09% | 204 |
|
|
2023
Q4 | $239K | Buy |
+7,093
| New | +$239K | 0.08% | 221 |
|