DWM
Drive 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 | $893K | Buy |
18,862
+340
| +2% | +$16.1K | 0.2% | 103 |
|
|
2025
Q1 | $773K | Sell |
18,522
-571
| -3% | -$23.8K | 0.18% | 106 |
|
|
2024
Q4 | $839K | Buy |
19,093
+476
| +3% | +$20.9K | 0.21% | 90 |
|
|
2024
Q3 | $739K | Sell |
18,617
-689
| -4% | -$27.3K | 0.19% | 96 |
|
|
2024
Q2 | $768K | Buy |
19,306
+127
| +0.7% | +$5.05K | 0.21% | 89 |
|
|
2024
Q1 | $727K | Sell |
19,179
-1,387
| -7% | -$52.6K | 0.2% | 94 |
|
|
2023
Q4 | $692K | Buy |
20,566
+3,087
| +18% | +$104K | 0.22% | 93 |
|
|
2023
Q3 | $479K | Sell |
17,479
-2,380
| -12% | -$65.2K | 0.17% | 113 |
|
|
2023
Q2 | $570K | Sell |
19,859
-4,540
| -19% | -$130K | 0.21% | 97 |
|
|
2023
Q1 | $698K | Buy |
24,399
+1,889
| +8% | +$54K | 0.29% | 87 |
|
|
2022
Q4 | $745K | Buy |
22,510
+6,745
| +43% | +$223K | 0.37% | 61 |
|
|
2022
Q3 | $476K | Buy |
15,765
+2,473
| +19% | +$74.7K | 0.45% | 60 |
|
|
2022
Q2 | $414K | Buy |
13,292
+645
| +5% | +$20.1K | 0.38% | 76 |
|
|
2022
Q1 | $521K | Buy |
12,647
+2,010
| +19% | +$82.8K | 0.44% | 57 |
|
|
2021
Q4 | $473K | Buy |
+10,637
| New | +$473K | 0.42% | 64 |
|