BWFA
Baltimore-Washington Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
9,802
-158
| -2% | -$7.48K | 0.02% | 114 |
|
|
2025
Q1 | $416K | Buy |
9,960
+934
| +10% | +$39K | 0.02% | 108 |
|
|
2024
Q4 | $397K | Buy |
9,026
+62
| +0.7% | +$2.73K | 0.02% | 114 |
|
|
2024
Q3 | $356K | Sell |
8,964
-64
| -0.7% | -$2.54K | 0.02% | 112 |
|
|
2024
Q2 | $359K | Buy |
+9,028
| New | +$359K | 0.02% | 111 |
|
|
2024
Q1 | – | Sell |
-9,421
| Closed | -$317K | – | 130 |
|
|
2023
Q4 | $317K | Buy |
9,421
+1
| +0% | +$34 | 0.02% | 115 |
|
|
2023
Q3 | $258K | Buy |
+9,420
| New | +$258K | 0.02% | 125 |
|
|
2022
Q4 | – | Sell |
-5,229
| Closed | -$299K | – | 133 |
|
|
2022
Q3 | $299K | Buy |
+5,229
| New | +$299K | 0.03% | 121 |
|
|
2022
Q2 | – | Sell |
-5,451
| Closed | -$210K | – | 127 |
|
|
2022
Q1 | $210K | Buy |
+5,451
| New | +$210K | 0.02% | 145 |
|
|
2021
Q4 | – | Sell |
-5,667
| Closed | -$240K | – | 136 |
|
|
2021
Q3 | $240K | Buy |
+5,667
| New | +$240K | 0.02% | 119 |
|
|
2020
Q3 | – | Sell |
-8,715
| Closed | -$206K | – | 114 |
|
|
2020
Q2 | $206K | Sell |
8,715
-3,560
| -29% | -$84.1K | 0.03% | 114 |
|
|
2020
Q1 | $260K | Buy |
12,275
+1,027
| +9% | +$21.8K | 0.05% | 104 |
|
|
2019
Q4 | $396K | Hold |
11,248
| – | – | 0.06% | 94 |
|
|
2019
Q3 | $328K | Sell |
11,248
-1,351
| -11% | -$39.4K | 0.05% | 97 |
|
|
2019
Q2 | $365K | Sell |
12,599
-943
| -7% | -$27.3K | 0.06% | 91 |
|
|
2019
Q1 | $373K | Sell |
13,542
-2,385
| -15% | -$65.7K | 0.07% | 87 |
|
|
2018
Q4 | $392K | Sell |
15,927
-41
| -0.3% | -$1.01K | 0.08% | 80 |
|
|
2018
Q3 | $470K | Sell |
15,968
-395
| -2% | -$11.6K | 0.09% | 78 |
|
|
2018
Q2 | $461K | Buy |
16,363
+350
| +2% | +$9.86K | 0.09% | 72 |
|
|
2018
Q1 | $480K | Buy |
16,013
+300
| +2% | +$8.99K | 0.1% | 68 |
|
|
2017
Q4 | $463K | Buy |
+15,713
| New | +$463K | 0.1% | 70 |
|
|
2015
Q4 | – | Sell |
-2,355
| Closed | -$36K | – | 102 |
|
|
2015
Q3 | $36K | Buy |
+2,355
| New | +$36K | 0.01% | 143 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$17K | – | 259 |
|
|
2014
Q3 | $17K | Sell |
1,000
-1,750
| -64% | -$29.8K | 0.01% | 190 |
|
|
2014
Q2 | $42K | Buy |
2,750
+500
| +22% | +$7.64K | 0.01% | 167 |
|
|
2014
Q1 | $39K | Buy |
2,250
+1,750
| +350% | +$30.3K | 0.01% | 145 |
|
|
2013
Q4 | $8K | Sell |
500
-9,025
| -95% | -$144K | ﹤0.01% | 240 |
|
|
2013
Q3 | $131K | Sell |
9,525
-600
| -6% | -$8.25K | 0.05% | 94 |
|
|
2013
Q2 | $130K | Buy |
+10,125
| New | +$130K | 0.06% | 93 |
|