BFWA
Benchmark Financial 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 | $1.01M | Buy |
21,440
+2,164
| +11% | +$102K | 0.34% | 45 |
|
|
2025
Q1 | $804K | Sell |
19,276
-1,889
| -9% | -$78.8K | 0.3% | 45 |
|
|
2024
Q4 | $930K | Buy |
21,165
+1,663
| +9% | +$73.1K | 0.3% | 41 |
|
|
2024
Q3 | $774K | Sell |
19,502
-3,925
| -17% | -$156K | 0.26% | 46 |
|
|
2024
Q2 | $932K | Buy |
23,427
+2,033
| +10% | +$80.9K | 0.35% | 33 |
|
|
2024
Q1 | $811K | Buy |
21,394
+889
| +4% | +$33.7K | 0.31% | 35 |
|
|
2023
Q4 | $690K | Sell |
20,505
-271
| -1% | -$9.13K | 0.3% | 37 |
|
|
2023
Q3 | $569K | Buy |
20,776
+447
| +2% | +$12.2K | 0.27% | 35 |
|
|
2023
Q2 | $583K | Sell |
20,329
-647
| -3% | -$18.6K | 0.27% | 34 |
|
|
2023
Q1 | $600K | Buy |
20,976
+3,245
| +18% | +$92.8K | 0.31% | 32 |
|
|
2022
Q4 | $587K | Buy |
17,731
+3,780
| +27% | +$125K | 0.32% | 32 |
|
|
2022
Q3 | $421K | Buy |
13,951
+1,265
| +10% | +$38.2K | 0.25% | 40 |
|
|
2022
Q2 | $395K | Sell |
12,686
-22
| -0.2% | -$685 | 0.2% | 39 |
|
|
2022
Q1 | $524K | Buy |
12,708
+6,082
| +92% | +$251K | 0.22% | 43 |
|
|
2021
Q4 | $295K | Buy |
6,626
+1,652
| +33% | +$73.6K | 0.12% | 56 |
|
|
2021
Q3 | $211K | Buy |
+4,974
| New | +$211K | 0.1% | 64 |
|
|
2021
Q2 | – | Sell |
-5,179
| Closed | -$200K | – | 68 |
|
|
2021
Q1 | $200K | Buy |
+5,179
| New | +$200K | 0.11% | 60 |
|