BWA
Blodgett 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 | $398K | Sell |
8,401
-706
| -8% | -$33.4K | 0.31% | 41 |
|
|
2025
Q1 | $380K | Buy |
9,107
+5
| +0.1% | +$209 | 0.32% | 40 |
|
|
2024
Q4 | $400K | Buy |
9,102
+5
| +0.1% | +$220 | 0.31% | 38 |
|
|
2024
Q3 | $361K | Buy |
9,097
+9
| +0.1% | +$357 | 0.3% | 42 |
|
|
2024
Q2 | $361K | Sell |
9,088
-137
| -1% | -$5.45K | 0.31% | 42 |
|
|
2024
Q1 | $350K | Buy |
9,225
+1,064
| +13% | +$40.3K | 0.32% | 39 |
|
|
2023
Q4 | $275K | Sell |
8,161
-8,059
| -50% | -$271K | 0.28% | 46 |
|
|
2023
Q3 | $444K | Sell |
16,220
-300
| -2% | -$8.21K | 0.49% | 35 |
|
|
2023
Q2 | $474K | Sell |
16,520
-200
| -1% | -$5.74K | 0.49% | 35 |
|
|
2023
Q1 | $478K | Buy |
16,720
+600
| +4% | +$17.2K | 0.55% | 36 |
|
|
2022
Q4 | $534K | Sell |
16,120
-3,500
| -18% | -$116K | 0.65% | 33 |
|
|
2022
Q3 | $593K | Buy |
19,620
+500
| +3% | +$15.1K | 0.71% | 31 |
|
|
2022
Q2 | $595K | Sell |
19,120
-4,050
| -17% | -$126K | 0.65% | 33 |
|
|
2022
Q1 | $955K | Buy |
23,170
+1,450
| +7% | +$59.8K | 0.8% | 31 |
|
|
2021
Q4 | $966K | Buy |
+21,720
| New | +$966K | 0.75% | 32 |
|