DWM
Destination 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 | $741K | Buy |
15,652
+1,786
| +13% | +$84.5K | 0.02% | 143 |
|
|
2025
Q1 | $579K | Sell |
13,866
-1,500
| -10% | -$62.6K | 0.02% | 156 |
|
|
2024
Q4 | $675K | Buy |
15,366
+3,922
| +34% | +$172K | 0.02% | 137 |
|
|
2024
Q3 | $454K | Buy |
11,444
+4,202
| +58% | +$167K | 0.01% | 164 |
|
|
2024
Q2 | $288K | Buy |
7,242
+503
| +7% | +$20K | 0.01% | 177 |
|
|
2024
Q1 | $256K | Buy |
+6,739
| New | +$256K | 0.01% | 183 |
|
|
2023
Q3 | – | Sell |
-8,724
| Closed | -$250K | – | 192 |
|
|
2023
Q2 | $250K | Buy |
8,724
+494
| +6% | +$14.2K | 0.01% | 180 |
|
|
2023
Q1 | $235K | Sell |
8,230
-1,154
| -12% | -$33K | 0.01% | 190 |
|
|
2022
Q4 | $311K | Sell |
9,384
-1,204
| -11% | -$39.9K | 0.01% | 169 |
|
|
2022
Q3 | $320K | Sell |
10,588
-8,180
| -44% | -$247K | 0.01% | 155 |
|
|
2022
Q2 | $584K | Sell |
18,768
-2,231
| -11% | -$69.4K | 0.02% | 135 |
|
|
2022
Q1 | $866K | Buy |
20,999
+8,077
| +63% | +$333K | 0.03% | 117 |
|
|
2021
Q4 | $575K | Sell |
12,922
-797
| -6% | -$35.5K | 0.02% | 132 |
|
|
2021
Q3 | $582K | Sell |
13,719
-4,385
| -24% | -$186K | 0.02% | 121 |
|
|
2021
Q2 | $746K | Buy |
18,104
+3,482
| +24% | +$143K | 0.03% | 117 |
|
|
2021
Q1 | $566K | Buy |
14,622
+1,284
| +10% | +$49.7K | 0.02% | 124 |
|
|
2020
Q4 | $404K | Buy |
13,338
+561
| +4% | +$17K | 0.02% | 131 |
|
|
2020
Q3 | $308K | Sell |
12,777
-947
| -7% | -$22.8K | 0.02% | 124 |
|
|
2020
Q2 | $326K | Sell |
13,724
-2,545
| -16% | -$60.5K | 0.02% | 126 |
|
|
2020
Q1 | $345K | Sell |
16,269
-619
| -4% | -$13.1K | 0.02% | 135 |
|
|
2019
Q4 | $595K | Buy |
16,888
+8,169
| +94% | +$288K | 0.03% | 109 |
|
|
2019
Q3 | $254K | Sell |
8,719
-3,717
| -30% | -$108K | 0.01% | 130 |
|
|
2019
Q2 | $361K | Buy |
12,436
+88
| +0.7% | +$2.56K | 0.02% | 115 |
|
|
2019
Q1 | $341K | Buy |
12,348
+578
| +5% | +$16K | 0.02% | 125 |
|
|
2018
Q4 | $290K | Buy |
11,770
+1,288
| +12% | +$31.7K | 0.02% | 127 |
|
|
2018
Q3 | $309K | Buy |
10,482
+3,356
| +47% | +$98.9K | 0.02% | 132 |
|
|
2018
Q2 | $201K | Sell |
7,126
-4,509
| -39% | -$127K | 0.01% | 138 |
|
|
2018
Q1 | $349K | Sell |
11,635
-1,688
| -13% | -$50.6K | 0.02% | 123 |
|
|
2017
Q4 | $393K | Sell |
13,323
-6,139
| -32% | -$181K | 0.02% | 119 |
|
|
2017
Q3 | $493K | Sell |
19,462
-164
| -0.8% | -$4.15K | 0.03% | 112 |
|
|
2017
Q2 | $476K | Sell |
19,626
-2,643
| -12% | -$64.1K | 0.03% | 114 |
|
|
2017
Q1 | $525K | Sell |
22,269
-4,970
| -18% | -$117K | 0.04% | 105 |
|
|
2016
Q4 | $602K | Buy |
27,239
+9,610
| +55% | +$212K | 0.04% | 103 |
|
|
2016
Q3 | $276K | Buy |
17,629
+3,340
| +23% | +$52.3K | 0.02% | 140 |
|
|
2016
Q2 | $190K | Sell |
14,289
-9
| -0.1% | -$120 | 0.02% | 142 |
|
|
2016
Q1 | $241K | Hold |
14,298
| – | – | 0.02% | 119 |
|
|
2015
Q4 | $241K | Buy |
+14,298
| New | +$241K | 0.02% | 119 |
|
|
2015
Q3 | – | Sell |
-40,949
| Closed | -$697K | – | 123 |
|
|
2015
Q2 | $697K | Buy |
+40,949
| New | +$697K | 0.05% | 151 |
|
|
2014
Q1 | – | Sell |
-11,056
| Closed | -$172K | – | 125 |
|
|
2013
Q4 | $172K | Buy |
+11,056
| New | +$172K | 0.02% | 103 |
|