CWP
CFM Wealth Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
7,628
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $318K | Sell |
7,628
-455
| -6% | -$19K | 0.06% | 115 |
|
|
2024
Q4 | $355K | Hold |
8,083
| – | – | 0.06% | 108 |
|
|
2024
Q3 | $321K | Buy |
8,083
+200
| +3% | +$7.94K | 0.06% | 118 |
|
|
2024
Q2 | $314K | Hold |
7,883
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $299K | Hold |
7,883
| – | – | 0.06% | 132 |
|
|
2023
Q4 | $265K | Sell |
7,883
-700
| -8% | -$23.6K | 0.06% | 141 |
|
|
2023
Q3 | $235K | Sell |
8,583
-176
| -2% | -$4.82K | 0.06% | 130 |
|
|
2023
Q2 | $251K | Hold |
8,759
| – | – | 0.06% | 149 |
|
|
2023
Q1 | $251K | Sell |
8,759
-1,140
| -12% | -$32.6K | 0.07% | 138 |
|
|
2022
Q4 | $328K | Buy |
9,899
+480
| +5% | +$15.9K | 0.1% | 129 |
|
|
2022
Q3 | $284K | Hold |
9,419
| – | – | 0.09% | 127 |
|
|
2022
Q2 | $293K | Sell |
9,419
-411
| -4% | -$12.8K | 0.09% | 134 |
|
|
2022
Q1 | $405K | Sell |
9,830
-2
| -0% | -$82 | 0.1% | 128 |
|
|
2021
Q4 | $454K | Sell |
9,832
-198
| -2% | -$9.14K | 0.1% | 116 |
|
|
2021
Q3 | $425K | Buy |
10,030
+200
| +2% | +$8.48K | 0.11% | 118 |
|
|
2021
Q2 | $405K | Hold |
9,830
| – | – | 0.11% | 114 |
|
|
2021
Q1 | $380K | Sell |
9,830
-1,030
| -9% | -$39.8K | 0.11% | 109 |
|
|
2020
Q4 | $329K | Hold |
10,860
| – | – | 0.1% | 110 |
|
|
2020
Q3 | $261K | Sell |
10,860
-378
| -3% | -$9.09K | 0.1% | 120 |
|
|
2020
Q2 | $266K | Buy |
11,238
+95
| +0.9% | +$2.25K | 0.1% | 122 |
|
|
2020
Q1 | $237K | Sell |
11,143
-729
| -6% | -$15.5K | 0.11% | 114 |
|
|
2019
Q4 | $412K | Buy |
+11,872
| New | +$412K | 0.15% | 100 |
|