CWA
Canvas 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 | $662K | Sell |
13,735
-137
| -1% | -$6.61K | 0.13% | 91 |
|
|
2025
Q1 | $532K | Sell |
13,872
-137
| -1% | -$5.25K | 0.14% | 97 |
|
|
2024
Q4 | $616K | Sell |
14,009
-117
| -0.8% | -$5.14K | 0.15% | 89 |
|
|
2024
Q3 | $561K | Sell |
14,126
-797
| -5% | -$31.6K | 0.15% | 83 |
|
|
2024
Q2 | $616K | Sell |
14,923
-4,355
| -23% | -$180K | 0.19% | 68 |
|
|
2024
Q1 | $679K | Sell |
19,278
-1,261
| -6% | -$44.4K | 0.23% | 54 |
|
|
2023
Q4 | $674K | Sell |
20,539
-355
| -2% | -$11.6K | 0.24% | 56 |
|
|
2023
Q3 | $550K | Sell |
20,894
-758
| -4% | -$19.9K | 0.23% | 59 |
|
|
2023
Q2 | $707K | Sell |
21,652
-1,413
| -6% | -$46.1K | 0.26% | 58 |
|
|
2023
Q1 | $666K | Buy |
23,065
+375
| +2% | +$10.8K | 0.28% | 58 |
|
|
2022
Q4 | $765K | Buy |
22,690
+1,375
| +6% | +$46.4K | 0.32% | 56 |
|
|
2022
Q3 | $761K | Sell |
21,315
-337
| -2% | -$12K | 0.32% | 55 |
|
|
2022
Q2 | $674K | Sell |
21,652
-3,902
| -15% | -$121K | 0.27% | 64 |
|
|
2022
Q1 | $949K | Sell |
25,554
-3,637
| -12% | -$135K | 0.35% | 67 |
|
|
2021
Q4 | $1.3M | Sell |
29,191
-20
| -0.1% | -$890 | 0.47% | 52 |
|
|
2021
Q3 | $1.24M | Sell |
29,211
-790
| -3% | -$33.5K | 0.51% | 48 |
|
|
2021
Q2 | $1.24M | Buy |
30,001
+355
| +1% | +$14.6K | 0.55% | 44 |
|
|
2021
Q1 | $1.19M | Buy |
+29,646
| New | +$1.19M | 0.69% | 39 |
|