EWM
EPG 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 | $267K | Sell |
5,640
-1,246
| -18% | -$59K | 0.08% | 168 |
|
|
2025
Q1 | $287K | Buy |
6,886
+16
| +0.2% | +$668 | 0.08% | 196 |
|
|
2024
Q4 | $302K | Sell |
6,870
-816
| -11% | -$35.9K | 0.08% | 197 |
|
|
2024
Q3 | $305K | Buy |
+7,686
| New | +$305K | 0.08% | 202 |
|
|
2024
Q2 | – | Sell |
-8,298
| Closed | -$315K | – | 192 |
|
|
2024
Q1 | $315K | Buy |
8,298
+266
| +3% | +$10.1K | 0.08% | 210 |
|
|
2023
Q4 | $263K | Sell |
8,032
-145
| -2% | -$4.75K | 0.07% | 215 |
|
|
2023
Q3 | $224K | Sell |
8,177
-113
| -1% | -$3.09K | 0.07% | 225 |
|
|
2023
Q2 | $238K | Sell |
8,290
-451
| -5% | -$12.9K | 0.07% | 214 |
|
|
2023
Q1 | $250K | Sell |
8,741
-4,977
| -36% | -$142K | 0.08% | 205 |
|
|
2022
Q4 | $454K | Sell |
13,718
-70
| -0.5% | -$2.32K | 0.17% | 113 |
|
|
2022
Q3 | $416K | Buy |
13,788
+1,326
| +11% | +$40K | 0.17% | 119 |
|
|
2022
Q2 | $388K | Buy |
12,462
+4,783
| +62% | +$149K | 0.17% | 127 |
|
|
2022
Q1 | $317K | Buy |
7,679
+564
| +8% | +$23.3K | 0.11% | 165 |
|
|
2021
Q4 | $317K | Buy |
7,115
+1,053
| +17% | +$46.9K | 0.11% | 165 |
|
|
2021
Q3 | $257K | Buy |
6,062
+505
| +9% | +$21.4K | 0.1% | 175 |
|
|
2021
Q2 | $229K | Buy |
5,557
+14
| +0.3% | +$577 | 0.1% | 184 |
|
|
2021
Q1 | $214K | Buy |
+5,543
| New | +$214K | 0.1% | 177 |
|
|
2020
Q2 | – | Sell |
-11,797
| Closed | -$250K | – | 188 |
|
|
2020
Q1 | $250K | Buy |
11,797
+6,563
| +125% | +$139K | 0.18% | 101 |
|
|
2019
Q4 | $184K | Buy |
+5,234
| New | +$184K | 0.13% | 105 |
|