CWM
CarsonAllaria 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 | $140K | Buy |
2,949
+134
| +5% | +$6.34K | 0.07% | 86 |
|
|
2025
Q1 | $117K | Buy |
2,815
+2
| +0.1% | +$83 | 0.07% | 93 |
|
|
2024
Q4 | $124K | Buy |
2,813
+3
| +0.1% | +$132 | 0.07% | 90 |
|
|
2024
Q3 | $112K | Buy |
2,810
+399
| +17% | +$15.8K | 0.06% | 99 |
|
|
2024
Q2 | $95.9K | Buy |
2,411
+6
| +0.2% | +$239 | 0.06% | 99 |
|
|
2024
Q1 | $91.2K | Buy |
2,405
+2
| +0.1% | +$76 | 0.06% | 108 |
|
|
2023
Q4 | $80.9K | Sell |
2,403
-1,000
| -29% | -$33.7K | 0.06% | 99 |
|
|
2023
Q3 | $93.2K | Buy |
3,403
+1,000
| +42% | +$27.4K | 0.08% | 90 |
|
|
2023
Q2 | $68.9K | Buy |
2,403
+4
| +0.2% | +$115 | 0.05% | 100 |
|
|
2023
Q1 | $68.6K | Buy |
2,399
+3
| +0.1% | +$86 | 0.06% | 99 |
|
|
2022
Q4 | $79K | Buy |
2,396
+2
| +0.1% | +$66 | 0.07% | 89 |
|
|
2022
Q3 | $72K | Buy |
2,394
+3
| +0.1% | +$90 | 0.07% | 94 |
|
|
2022
Q2 | $74K | Buy |
2,391
+2
| +0.1% | +$62 | 0.07% | 93 |
|
|
2022
Q1 | $98K | Buy |
2,389
+2,002
| +517% | +$82.1K | 0.09% | 86 |
|
|
2021
Q4 | $17K | Buy |
+387
| New | +$17K | 0.02% | 179 |
|