BWA
Beam Wealth Advisors’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 |
25,431
+2,611
| +11% | +$124K | 0.36% | 61 |
|
|
2025
Q1 | $952K | Buy |
22,820
+458
| +2% | +$19.1K | 0.32% | 66 |
|
|
2024
Q4 | $983K | Buy |
22,362
+1,856
| +9% | +$81.6K | 0.31% | 66 |
|
|
2024
Q3 | $814K | Buy |
20,506
+1,818
| +10% | +$72.1K | 0.25% | 73 |
|
|
2024
Q2 | $743K | Buy |
+18,688
| New | +$743K | 0.25% | 73 |
|