CWM
C2C Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Hold |
15,971
| – | – | 0.68% | 34 |
|
|
2025
Q1 | $666K | Hold |
15,971
| – | – | 0.63% | 38 |
|
|
2024
Q4 | $702K | Buy |
15,971
+60
| +0.4% | +$2.64K | 0.65% | 37 |
|
|
2024
Q3 | $665K | Hold |
15,911
| – | – | 0.62% | 38 |
|
|
2024
Q2 | $633K | Hold |
15,911
| – | – | 0.62% | 39 |
|
|
2024
Q1 | $603K | Sell |
15,911
-2,300
| -13% | -$87.2K | 0.6% | 39 |
|
|
2023
Q4 | $617K | Sell |
18,211
-1,200
| -6% | -$40.7K | 0.52% | 48 |
|
|
2023
Q3 | $517K | Sell |
19,411
-5,000
| -20% | -$133K | 0.07% | 142 |
|
|
2023
Q2 | $718K | Hold |
24,411
| – | – | 0.09% | 116 |
|
|
2023
Q1 | $695K | Buy |
24,411
+4,654
| +24% | +$133K | 0.11% | 110 |
|
|
2022
Q4 | $661K | Buy |
19,757
+870
| +5% | +$29.1K | 0.11% | 81 |
|
|
2022
Q3 | $612K | Sell |
18,887
-197
| -1% | -$6.38K | 0.12% | 89 |
|
|
2022
Q2 | $636K | Hold |
19,084
| – | – | 0.12% | 89 |
|
|
2022
Q1 | $765K | Sell |
19,084
-124
| -0.6% | -$4.97K | 0.13% | 90 |
|
|
2021
Q4 | $854K | Buy |
+19,208
| New | +$854K | 0.12% | 92 |
|