DWM
Diversify 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 | $5.47M | Buy |
115,208
+8,969
| +8% | +$426K | 0.34% | 76 |
|
|
2025
Q1 | $4.25M | Buy |
106,239
+28,860
| +37% | +$1.15M | 0.32% | 86 |
|
|
2024
Q4 | $3.49M | Buy |
77,379
+22,511
| +41% | +$1.02M | 0.27% | 98 |
|
|
2024
Q3 | $2.32M | Sell |
54,868
-458
| -0.8% | -$19.4K | 0.22% | 115 |
|
|
2024
Q2 | $2.03M | Buy |
+55,326
| New | +$2.03M | 0.25% | 96 |
|