EWS
Eagle Wealth Strategies’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
9,363
+290
| +3% | +$13.7K | 0.25% | 49 |
|
|
2025
Q1 | $379K | Buy |
9,073
+100
| +1% | +$4.17K | 0.23% | 53 |
|
|
2024
Q4 | $394K | Buy |
8,973
+129
| +1% | +$5.67K | 0.29% | 51 |
|
|
2024
Q3 | $351K | Sell |
8,844
-209
| -2% | -$8.29K | 0.26% | 61 |
|
|
2024
Q2 | $360K | Sell |
9,053
-377
| -4% | -$15K | 0.29% | 56 |
|
|
2024
Q1 | $354K | Sell |
9,430
-169
| -2% | -$6.34K | 0.29% | 58 |
|
|
2023
Q4 | $323K | Buy |
+9,599
| New | +$323K | 0.19% | 65 |
|