CWA
Consilio 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 | $409K | Sell |
8,670
-135
| -2% | -$6.36K | 0.15% | 46 |
|
|
2025
Q1 | $367K | Buy |
8,805
+285
| +3% | +$11.9K | 0.15% | 45 |
|
|
2024
Q4 | $374K | Sell |
8,520
-311
| -4% | -$13.7K | 0.15% | 43 |
|
|
2024
Q3 | $350K | Buy |
8,831
+1,009
| +13% | +$40K | 0.14% | 45 |
|
|
2024
Q2 | $310K | Buy |
7,822
+461
| +6% | +$18.3K | 0.14% | 43 |
|
|
2024
Q1 | $279K | Buy |
+7,361
| New | +$279K | 0.13% | 51 |
|