BWA
BlueChip 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 | $417K | Buy |
8,803
+414
| +5% | +$19.6K | 0.19% | 97 |
|
|
2025
Q1 | $350K | Sell |
8,389
-1,000
| -11% | -$41.7K | 0.17% | 106 |
|
|
2024
Q4 | $413K | Sell |
9,389
-972
| -9% | -$42.7K | 0.23% | 83 |
|
|
2024
Q3 | $411K | Sell |
10,361
-2,305
| -18% | -$91.5K | 0.22% | 95 |
|
|
2024
Q2 | $504K | Buy |
12,666
+1
| +0% | +$40 | 0.3% | 69 |
|
|
2024
Q1 | $480K | Sell |
12,665
-8,608
| -40% | -$326K | 0.31% | 60 |
|
|
2023
Q4 | $716K | Buy |
+21,273
| New | +$716K | 0.5% | 48 |
|