AWAG
ARS Wealth Advisors Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56M | Buy |
+159,722
| New | +$7.56M | 0.87% | 32 |
|
|
2024
Q4 | – | Sell |
-162,988
| Closed | -$6.47M | – | 170 |
|
|
2024
Q3 | $6.47M | Buy |
162,988
+512
| +0.3% | +$20.3K | 0.79% | 33 |
|
|
2024
Q2 | $6.46M | Sell |
162,476
-4,092
| -2% | -$163K | 0.84% | 31 |
|
|
2024
Q1 | $6.32M | Sell |
166,568
-13,792
| -8% | -$523K | 0.85% | 32 |
|
|
2023
Q4 | $6.07M | Sell |
180,360
-30,314
| -14% | -$1.02M | 0.9% | 36 |
|
|
2023
Q3 | $5.77M | Buy |
210,674
+11,244
| +6% | +$308K | 0.95% | 40 |
|
|
2023
Q2 | $5.72M | Buy |
+199,430
| New | +$5.72M | 0.91% | 40 |
|
|
2023
Q1 | – | Sell |
-190,052
| Closed | -$6.29M | – | 132 |
|
|
2022
Q4 | $6.29M | Buy |
190,052
+2,677
| +1% | +$88.7K | 1.04% | 36 |
|
|
2022
Q3 | $5.66M | Buy |
187,375
+27,371
| +17% | +$827K | 0.86% | 44 |
|
|
2022
Q2 | $4.98M | Buy |
160,004
+140,462
| +719% | +$4.37M | 0.68% | 51 |
|
|
2022
Q1 | $806K | Buy |
19,542
+10
| +0.1% | +$412 | 0.14% | 61 |
|
|
2021
Q4 | $869K | Sell |
19,532
-438
| -2% | -$19.5K | 0.15% | 60 |
|
|
2021
Q3 | $848K | Buy |
+19,970
| New | +$848K | 0.15% | 58 |
|