CWA
Clearview 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 | $623K | Sell |
13,171
-59
| -0.4% | -$2.79K | 0.43% | 47 |
|
|
2025
Q1 | $552K | Sell |
13,230
-211
| -2% | -$8.81K | 0.41% | 48 |
|
|
2024
Q4 | $591K | Sell |
13,441
-131
| -1% | -$5.76K | 0.45% | 43 |
|
|
2024
Q3 | $539K | Sell |
13,572
-6,595
| -33% | -$262K | 0.42% | 49 |
|
|
2024
Q2 | $802K | Sell |
20,167
-964
| -5% | -$38.3K | 0.7% | 33 |
|
|
2024
Q1 | $801K | Sell |
21,131
-780
| -4% | -$29.6K | 0.82% | 29 |
|
|
2023
Q4 | $738K | Sell |
21,911
-499
| -2% | -$16.8K | 0.86% | 42 |
|
|
2023
Q3 | $614K | Sell |
22,410
-679
| -3% | -$18.6K | 0.76% | 47 |
|
|
2023
Q2 | $662K | Sell |
23,089
-95
| -0.4% | -$2.73K | 0.67% | 44 |
|
|
2023
Q1 | $663K | Sell |
23,184
-10,307
| -31% | -$295K | 0.67% | 45 |
|
|
2022
Q4 | $1.11M | Sell |
33,491
-5,183
| -13% | -$172K | 0.86% | 24 |
|
|
2022
Q3 | $1.17M | Buy |
38,674
+1,026
| +3% | +$31K | 0.93% | 19 |
|
|
2022
Q2 | $1.17M | Buy |
37,648
+1,806
| +5% | +$56.2K | 0.88% | 21 |
|
|
2022
Q1 | $1.48M | Buy |
35,842
+2,849
| +9% | +$117K | 0.97% | 21 |
|
|
2021
Q4 | $1.47M | Buy |
32,993
+1,094
| +3% | +$48.7K | 0.89% | 24 |
|
|
2021
Q3 | $1.35M | Buy |
31,899
+1,153
| +4% | +$48.9K | 0.86% | 26 |
|
|
2021
Q2 | $1.27M | Sell |
30,746
-56
| -0.2% | -$2.31K | 0.78% | 30 |
|
|
2021
Q1 | $1.19M | Sell |
30,802
-3
| -0% | -$116 | 0.77% | 32 |
|
|
2020
Q4 | $934K | Buy |
+30,805
| New | +$934K | 0.63% | 37 |
|