BWM
BCS 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 | $1.2M | Buy |
25,318
+17,808
| +237% | +$843K | 0.26% | 79 |
|
|
2025
Q1 | $313K | Hold |
7,510
| – | – | 0.08% | 190 |
|
|
2024
Q4 | $330K | Buy |
7,510
+18
| +0.2% | +$791 | 0.08% | 188 |
|
|
2024
Q3 | $297K | Buy |
7,492
+176
| +2% | +$6.98K | 0.13% | 129 |
|
|
2024
Q2 | $291K | Sell |
7,316
-880
| -11% | -$35K | 0.14% | 124 |
|
|
2024
Q1 | $311K | Hold |
8,196
| – | – | 0.1% | 186 |
|
|
2023
Q4 | $276K | Buy |
8,196
+620
| +8% | +$20.9K | 0.1% | 176 |
|
|
2023
Q3 | $207K | Buy |
+7,576
| New | +$207K | 0.09% | 190 |
|
|
2023
Q2 | – | Sell |
-14,365
| Closed | -$411K | – | 117 |
|
|
2023
Q1 | $411K | Buy |
14,365
+6,598
| +85% | +$189K | 0.19% | 101 |
|
|
2022
Q4 | $257K | Hold |
7,767
| – | – | 0.11% | 155 |
|
|
2022
Q3 | $235K | Sell |
7,767
-15,927
| -67% | -$482K | 0.11% | 155 |
|
|
2022
Q2 | $738K | Buy |
23,694
+16,039
| +210% | +$500K | 0.33% | 74 |
|
|
2022
Q1 | $316K | Sell |
7,655
-18,993
| -71% | -$784K | 0.13% | 142 |
|
|
2021
Q4 | $1.19M | Buy |
26,648
+18,982
| +248% | +$845K | 0.43% | 53 |
|
|
2021
Q3 | $325K | Hold |
7,666
| – | – | 0.14% | 130 |
|
|
2021
Q2 | $316K | Buy |
7,666
+403
| +6% | +$16.6K | 0.17% | 110 |
|
|
2021
Q1 | $281K | Buy |
7,263
+20
| +0.3% | +$774 | 0.13% | 122 |
|
|
2020
Q4 | $220K | Buy |
+7,243
| New | +$220K | 0.11% | 130 |
|
|
2020
Q1 | – | Sell |
-7,243
| Closed | -$255K | – | 108 |
|
|
2019
Q4 | $255K | Buy |
+7,243
| New | +$255K | 0.17% | 91 |
|