BWP
Balboa Wealth Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
+8,133
| New | +$385K | 0.08% | 199 |
|
|
2025
Q1 | – | Sell |
-8,419
| Closed | -$370K | – | 329 |
|
|
2024
Q4 | $370K | Buy |
+8,419
| New | +$370K | 0.08% | 175 |
|
|
2024
Q3 | – | Sell |
-5,669
| Closed | -$225K | – | 335 |
|
|
2024
Q2 | $225K | Sell |
5,669
-1,614
| -22% | -$64.2K | 0.06% | 233 |
|
|
2024
Q1 | $276K | Buy |
+7,283
| New | +$276K | 0.08% | 173 |
|
|
2023
Q4 | – | Sell |
-11,143
| Closed | -$305K | – | 285 |
|
|
2023
Q3 | $305K | Sell |
11,143
-2,452
| -18% | -$67.1K | 0.11% | 150 |
|
|
2023
Q2 | $390K | Sell |
13,595
-11,799
| -46% | -$339K | 0.14% | 134 |
|
|
2023
Q1 | $726K | Buy |
+25,394
| New | +$726K | 0.27% | 71 |
|