APWA
Atlas Private 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 | $397K | Sell |
8,396
-324
| -4% | -$15.3K | 0.05% | 132 |
|
|
2025
Q1 | $364K | Buy |
8,720
+1,552
| +22% | +$64.8K | 0.05% | 131 |
|
|
2024
Q4 | $315K | Hold |
7,168
| – | – | 0.04% | 130 |
|
|
2024
Q3 | $284K | Hold |
7,168
| – | – | 0.04% | 128 |
|
|
2024
Q2 | $285K | Buy |
+7,168
| New | +$285K | 0.05% | 126 |
|
|
2024
Q1 | – | Sell |
-7,470
| Closed | -$252K | – | 114 |
|
|
2023
Q4 | $252K | Sell |
7,470
-776
| -9% | -$26.1K | 0.05% | 139 |
|
|
2023
Q3 | $226K | Hold |
8,246
| – | – | 0.04% | 164 |
|
|
2023
Q2 | $237K | Buy |
+8,246
| New | +$237K | 0.05% | 165 |
|
|
2022
Q1 | – | Sell |
-6,297
| Closed | -$280K | – | 137 |
|
|
2021
Q4 | $280K | Sell |
6,297
-1,134
| -15% | -$50.4K | 0.13% | 121 |
|
|
2021
Q3 | $315K | Sell |
7,431
-385
| -5% | -$16.3K | 0.16% | 113 |
|
|
2021
Q2 | $322K | Sell |
7,816
-641
| -8% | -$26.4K | 0.17% | 94 |
|
|
2021
Q1 | $327K | Sell |
8,457
-122
| -1% | -$4.72K | 0.18% | 93 |
|
|
2020
Q4 | $260K | Sell |
8,579
-393
| -4% | -$11.9K | 0.17% | 94 |
|
|
2020
Q3 | $216K | Sell |
8,972
-2,879
| -24% | -$69.3K | 0.18% | 95 |
|
|
2020
Q2 | $281K | Buy |
+11,851
| New | +$281K | 0.25% | 84 |
|