DWA
Dougherty Wealth Advisers’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
3,055
| – | – | 0.1% | 49 |
|
|
2025
Q1 | $127K | Hold |
3,055
| – | – | 0.09% | 52 |
|
|
2024
Q4 | $134K | Hold |
3,055
| – | – | 0.1% | 52 |
|
|
2024
Q3 | $121K | Hold |
3,055
| – | – | 0.1% | 50 |
|
|
2024
Q2 | $121K | Hold |
3,055
| – | – | 0.11% | 51 |
|
|
2024
Q1 | $116K | Hold |
3,055
| – | – | 0.1% | 52 |
|
|
2023
Q4 | $103K | Hold |
3,055
| – | – | 0.09% | 59 |
|
|
2023
Q3 | $83.6K | Hold |
3,055
| – | – | 0.1% | 59 |
|
|
2023
Q2 | $87.6K | Hold |
3,055
| – | – | 0.12% | 59 |
|
|
2023
Q1 | $87.4K | Hold |
3,055
| – | – | 0.13% | 62 |
|
|
2022
Q4 | $101K | Hold |
3,055
| – | – | 0.17% | 60 |
|
|
2022
Q3 | $92K | Hold |
3,055
| – | – | 0.18% | 57 |
|
|
2022
Q2 | $95K | Hold |
3,055
| – | – | 0.18% | 61 |
|
|
2022
Q1 | $126K | Hold |
3,055
| – | – | 0.19% | 52 |
|
|
2021
Q4 | $136K | Hold |
3,055
| – | – | 0.19% | 55 |
|
|
2021
Q3 | $130K | Sell |
3,055
-500
| -14% | -$21.3K | 0.19% | 56 |
|
|
2021
Q2 | $147K | Hold |
3,555
| – | – | 0.22% | 48 |
|
|
2021
Q1 | $138K | Hold |
3,555
| – | – | 0.21% | 47 |
|
|
2020
Q4 | $108K | Hold |
3,555
| – | – | 0.17% | 57 |
|
|
2020
Q3 | $86K | Hold |
3,555
| – | – | 0.3% | 63 |
|
|
2020
Q2 | $84K | Sell |
3,555
-1
| -0% | -$24 | 0.31% | 66 |
|
|
2020
Q1 | $75K | Hold |
3,556
| – | – | 0.3% | 65 |
|
|
2019
Q4 | $125K | Hold |
3,556
| – | – | 0.38% | 52 |
|
|
2019
Q3 | $104K | Sell |
3,556
-754
| -17% | -$22.1K | 0.34% | 57 |
|
|
2019
Q2 | $125K | Buy |
4,310
+546
| +15% | +$15.8K | 0.35% | 57 |
|
|
2019
Q1 | $104K | Sell |
3,764
-546
| -13% | -$15.1K | 0.35% | 53 |
|
|
2018
Q4 | $122K | Buy |
+4,310
| New | +$122K | 0.4% | 51 |
|