AWM
Ariadne 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 | $496K | Buy |
10,509
+592
| +6% | +$28K | 0.24% | 91 |
|
|
2025
Q1 | $414K | Sell |
9,917
-1,898
| -16% | -$79.3K | 0.22% | 103 |
|
|
2024
Q4 | $551K | Buy |
11,815
+65
| +0.6% | +$3.03K | 0.25% | 82 |
|
|
2024
Q3 | $526K | Buy |
11,750
+3,228
| +38% | +$145K | 0.29% | 66 |
|
|
2024
Q2 | $339K | Buy |
+8,522
| New | +$339K | 0.26% | 87 |
|