AWM
Ameliora 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 | $353K | Sell |
7,457
-435
| -6% | -$20.6K | 0.13% | 80 |
|
|
2025
Q1 | $329K | Hold |
7,892
| – | – | 0.12% | 77 |
|
|
2024
Q4 | $347K | Buy |
7,892
+7,685
| +3,713% | +$338K | 0.13% | 77 |
|
|
2024
Q3 | $8.21K | Hold |
207
| – | – | ﹤0.01% | 140 |
|
|
2024
Q2 | $8.23K | Hold |
207
| – | – | ﹤0.01% | 164 |
|
|
2024
Q1 | $7.85K | Hold |
207
| – | – | ﹤0.01% | 179 |
|
|
2023
Q4 | $6.97K | Hold |
207
| – | – | ﹤0.01% | 165 |
|
|
2023
Q3 | $5.67K | Hold |
207
| – | – | ﹤0.01% | 199 |
|
|
2023
Q2 | $5.94K | Sell |
207
-800
| -79% | -$23K | ﹤0.01% | 177 |
|
|
2023
Q1 | $28.8K | Sell |
1,007
-2,293
| -69% | -$65.6K | 0.02% | 156 |
|
|
2022
Q4 | $109K | Sell |
3,300
-1,000
| -23% | -$33.1K | 0.06% | 97 |
|
|
2022
Q3 | $128K | Buy |
+4,300
| New | +$128K | 0.07% | 90 |
|