BWCS
Beirne Wealth Consulting Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
10,968
+13
| +0.1% | +$615 | 0.17% | 64 |
|
|
2025
Q1 | $457K | Buy |
10,955
+1,008
| +10% | +$42.1K | 0.16% | 63 |
|
|
2024
Q4 | $437K | Sell |
9,947
-287
| -3% | -$12.6K | 0.16% | 64 |
|
|
2024
Q3 | $406K | Sell |
10,234
-584
| -5% | -$23.2K | 0.14% | 70 |
|
|
2024
Q2 | $430K | Sell |
10,818
-186
| -2% | -$7.4K | 0.17% | 64 |
|
|
2024
Q1 | $417K | Sell |
11,004
-3,699
| -25% | -$140K | 0.18% | 66 |
|
|
2023
Q4 | $495K | Buy |
14,703
+3,401
| +30% | +$115K | 0.25% | 73 |
|
|
2023
Q3 | $324K | Hold |
11,302
| – | – | 0.26% | 67 |
|
|
2023
Q2 | $324K | Sell |
11,302
-3,508
| -24% | -$101K | 0.26% | 67 |
|
|
2023
Q1 | $424K | Buy |
14,810
+809
| +6% | +$23.1K | 0.3% | 62 |
|
|
2022
Q4 | $464K | Sell |
14,001
-986
| -7% | -$32.7K | 0.23% | 59 |
|
|
2022
Q3 | $453K | Sell |
14,987
-174
| -1% | -$5.26K | 0.17% | 66 |
|
|
2022
Q2 | $472K | Sell |
15,161
-2,064
| -12% | -$64.3K | 0.31% | 57 |
|
|
2022
Q1 | $708K | Sell |
17,225
-2,239
| -12% | -$92K | 0.39% | 51 |
|
|
2021
Q4 | $863K | Buy |
19,464
+1,688
| +9% | +$74.8K | 0.47% | 39 |
|
|
2021
Q3 | $753K | Buy |
17,776
+21
| +0.1% | +$890 | 0.43% | 41 |
|
|
2021
Q2 | $728K | Buy |
17,755
+9
| +0.1% | +$369 | 0.4% | 41 |
|
|
2021
Q1 | $687K | Sell |
17,746
-5,718
| -24% | -$221K | 0.4% | 39 |
|
|
2020
Q4 | $711K | Buy |
23,464
+131
| +0.6% | +$3.97K | 0.35% | 54 |
|
|
2020
Q3 | $562K | Sell |
23,333
-86,760
| -79% | -$2.09M | 0.33% | 59 |
|
|
2020
Q2 | $2.62M | Buy |
110,093
+1,513
| +1% | +$35.9K | 2.13% | 12 |
|
|
2020
Q1 | $2.31M | Sell |
108,580
-1,149
| -1% | -$24.4K | 2.49% | 11 |
|
|
2019
Q4 | $3.87M | Buy |
109,729
+1,705
| +2% | +$60.1K | 3.4% | 7 |
|
|
2019
Q3 | $3.15M | Buy |
108,024
+10
| +0% | +$292 | 2.62% | 5 |
|
|
2019
Q2 | $3.13M | Sell |
108,014
-1,581
| -1% | -$45.8K | 2.81% | 6 |
|
|
2019
Q1 | $3.02M | Buy |
109,595
+1,280
| +1% | +$35.3K | 2.38% | 4 |
|
|
2018
Q4 | $2.67M | Buy |
+108,315
| New | +$2.67M | 2.27% | 7 |
|