BWA

BDO Wealth Advisors’s Bank of America BAC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$15.8M	Buy	549,985 +456,945	+491%	+$13.1M	1.81%	11
2023 Q1	$2.66M	Buy	93,040 +19,203	+26%	+$549K	0.33%	66
2022 Q4	$2.45M	Sell	73,837 -434	-0.6%	-$14.4K	0.3%	70
2022 Q3	$2.24M	Buy	74,271 +1,296	+2%	+$39.1K	0.3%	71
2022 Q2	$2.27M	Buy	72,975 +8,674	+13%	+$270K	0.28%	71
2022 Q1	$2.65M	Buy	64,301 +1,694	+3%	+$69.8K	0.28%	71
2021 Q4	$2.79M	Sell	62,607 -7,073	-10%	-$315K	0.29%	65
2021 Q3	$2.96M	Sell	69,680 -402	-0.6%	-$17.1K	0.33%	55
2021 Q2	$2.89M	Sell	70,082 -3,758	-5%	-$155K	0.32%	55
2021 Q1	$2.86M	Buy	73,840 +8,335	+13%	+$322K	0.34%	54
2020 Q4	$1.99M	Buy	65,505 +1,428	+2%	+$43.3K	0.28%	67
2020 Q3	$1.54M	Sell	64,077 -3,257	-5%	-$78.5K	0.25%	72
2020 Q2	$1.6M	Sell	67,334 -10,812	-14%	-$257K	0.28%	69
2020 Q1	$1.66M	Buy	78,146 +31,386	+67%	+$666K	0.34%	62
2019 Q4	$1.65M	Sell	46,760 -4,052	-8%	-$143K	0.42%	50
2019 Q3	$1.48M	Buy	50,812 +2,566	+5%	+$74.8K	0.38%	51
2019 Q2	$1.4M	Buy	48,246 +580	+1%	+$16.8K	0.38%	56
2019 Q1	$1.32M	Sell	47,666 -1,391	-3%	-$38.4K	0.38%	56
2018 Q4	$1.21M	Sell	49,057 -153	-0.3%	-$3.77K	0.42%	53
2018 Q3	$1.45M	Buy	49,210 +208	+0.4%	+$6.13K	0.47%	46
2018 Q2	$1.38M	Buy	49,002 +13,570	+38%	+$382K	0.47%	44
2018 Q1	$1.06M	Buy	35,432 +3,387	+11%	+$102K	0.4%	47
2017 Q4	$946K	Buy	32,045 +2,974	+10%	+$87.8K	0.42%	47
2017 Q3	$737K	Sell	29,071 -3,155	-10%	-$80K	0.37%	51
2017 Q2	$782K	Buy	+32,226	New	+$782K	0.34%	53