AWA
Amplius 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 | $535K | Sell |
11,307
-111
| -1% | -$5.25K | 0.05% | 112 |
|
|
2025
Q1 | $476K | Buy |
11,418
+251
| +2% | +$10.5K | 0.05% | 114 |
|
|
2024
Q4 | $491K | Buy |
11,167
+395
| +4% | +$17.4K | 0.05% | 105 |
|
|
2024
Q3 | $427K | Hold |
10,772
| – | – | 0.05% | 108 |
|
|
2024
Q2 | $428K | Sell |
10,772
-281
| -3% | -$11.2K | 0.05% | 105 |
|
|
2024
Q1 | $419K | Sell |
11,053
-3,048
| -22% | -$116K | 0.05% | 109 |
|
|
2023
Q4 | $475K | Buy |
14,101
+424
| +3% | +$14.3K | 0.06% | 97 |
|
|
2023
Q3 | $374K | Buy |
13,677
+51
| +0.4% | +$1.4K | 0.05% | 109 |
|
|
2023
Q2 | $391K | Sell |
13,626
-1,772
| -12% | -$50.8K | 0.05% | 111 |
|
|
2023
Q1 | $440K | Sell |
15,398
-11
| -0.1% | -$315 | 0.06% | 107 |
|
|
2022
Q4 | $510K | Buy |
15,409
+835
| +6% | +$27.7K | 0.08% | 86 |
|
|
2022
Q3 | $440K | Buy |
+14,574
| New | +$440K | 0.08% | 95 |
|
|
2022
Q2 | – | Sell |
-7,132
| Closed | -$293K | – | 177 |
|
|
2022
Q1 | $293K | Buy |
7,132
+84
| +1% | +$3.45K | 0.05% | 132 |
|
|
2021
Q4 | $313K | Buy |
+7,048
| New | +$313K | 0.04% | 150 |
|