EWA
Encompass Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
4,827
-14
| -0.3% | -$662 | 0.08% | 96 |
|
|
2025
Q1 | $202K | Sell |
4,841
-323
| -6% | -$13.5K | 0.08% | 97 |
|
|
2024
Q4 | $227K | Sell |
5,164
-10,052
| -66% | -$442K | 0.09% | 95 |
|
|
2024
Q3 | $604K | Buy |
15,216
+2
| +0% | +$79 | 0.15% | 132 |
|
|
2024
Q2 | $605K | Buy |
15,214
+1
| +0% | +$40 | 0.16% | 119 |
|
|
2024
Q1 | $577K | Sell |
15,213
-388
| -2% | -$14.7K | 0.15% | 134 |
|
|
2023
Q4 | $525K | Buy |
15,601
+488
| +3% | +$16.4K | 0.16% | 121 |
|
|
2023
Q3 | $414K | Buy |
15,113
+128
| +0.9% | +$3.51K | 0.14% | 130 |
|
|
2023
Q2 | $430K | Buy |
14,985
+2
| +0% | +$57 | 0.14% | 131 |
|
|
2023
Q1 | $429K | Buy |
14,983
+3
| +0% | +$86 | 0.15% | 126 |
|
|
2022
Q4 | $496K | Buy |
14,980
+2
| +0% | +$66 | 0.18% | 104 |
|
|
2022
Q3 | $452K | Buy |
14,978
+2
| +0% | +$60 | 0.17% | 112 |
|
|
2022
Q2 | $466K | Sell |
14,976
-1,662
| -10% | -$51.7K | 0.16% | 111 |
|
|
2022
Q1 | $686K | Buy |
16,638
+2
| +0% | +$82 | 0.17% | 97 |
|
|
2021
Q4 | $740K | Sell |
16,636
-48
| -0.3% | -$2.14K | 0.18% | 98 |
|
|
2021
Q3 | $708K | Buy |
16,684
+352
| +2% | +$14.9K | 0.18% | 96 |
|
|
2021
Q2 | $673K | Sell |
16,332
-1,524
| -9% | -$62.8K | 0.17% | 110 |
|
|
2021
Q1 | $731K | Buy |
17,856
+2,440
| +16% | +$99.9K | 0.19% | 99 |
|
|
2020
Q4 | $467K | Buy |
+15,416
| New | +$467K | 0.27% | 67 |
|