AWM
Axxcess 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 | $9.96M | Buy |
210,411
+4,475
| +2% | +$212K | 0.23% | 83 |
|
|
2025
Q1 | $8.59M | Sell |
205,936
-1,262
| -0.6% | -$52.7K | 0.23% | 81 |
|
|
2024
Q4 | $9.11M | Buy |
207,198
+10,437
| +5% | +$459K | 0.22% | 82 |
|
|
2024
Q3 | $7.81M | Buy |
196,761
+14,407
| +8% | +$572K | 0.19% | 93 |
|
|
2024
Q2 | $7.25M | Buy |
182,354
+16,606
| +10% | +$660K | 0.19% | 94 |
|
|
2024
Q1 | $6.29M | Buy |
165,748
+22,595
| +16% | +$857K | 0.17% | 105 |
|
|
2023
Q4 | $4.82M | Buy |
143,153
+68,419
| +92% | +$2.3M | 0.14% | 129 |
|
|
2023
Q3 | $2.05M | Buy |
74,734
+49,395
| +195% | +$1.35M | 0.07% | 205 |
|
|
2023
Q2 | $727K | Sell |
25,339
-4,224
| -14% | -$121K | 0.05% | 278 |
|
|
2023
Q1 | $846K | Sell |
29,563
-12,093
| -29% | -$346K | 0.06% | 256 |
|
|
2022
Q4 | $1.38M | Sell |
41,656
-454
| -1% | -$15K | 0.11% | 174 |
|
|
2022
Q3 | $1.27M | Buy |
42,110
+1,645
| +4% | +$49.7K | 0.12% | 157 |
|
|
2022
Q2 | $1.26M | Buy |
40,465
+6,777
| +20% | +$211K | 0.12% | 156 |
|
|
2022
Q1 | $1.39M | Buy |
33,688
+11,218
| +50% | +$463K | 0.11% | 155 |
|
|
2021
Q4 | $1M | Buy |
+22,470
| New | +$1M | 0.07% | 212 |
|