EWS
Evergreen Wealth Solutions’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
8,986
+5
| +0.1% | +$237 | 0.26% | 70 |
|
|
2025
Q1 | $375K | Sell |
8,981
-1,678
| -16% | -$70K | 0.25% | 73 |
|
|
2024
Q4 | $468K | Sell |
10,659
-263
| -2% | -$11.6K | 0.33% | 58 |
|
|
2024
Q3 | $433K | Sell |
10,922
-1,340
| -11% | -$53.2K | 0.29% | 68 |
|
|
2024
Q2 | $488K | Sell |
12,262
-1,518
| -11% | -$60.4K | 0.35% | 64 |
|
|
2024
Q1 | $523K | Sell |
13,780
-227
| -2% | -$8.61K | 0.39% | 60 |
|
|
2023
Q4 | $472K | Buy |
14,007
+1,015
| +8% | +$34.2K | 0.4% | 66 |
|
|
2023
Q3 | $356K | Buy |
12,992
+855
| +7% | +$23.4K | 0.36% | 73 |
|
|
2023
Q2 | $348K | Buy |
12,137
+3,223
| +36% | +$92.5K | 0.35% | 71 |
|
|
2023
Q1 | $255K | Sell |
8,914
-1,638
| -16% | -$46.9K | 0.3% | 85 |
|
|
2022
Q4 | $349K | Buy |
10,552
+380
| +4% | +$12.6K | 0.46% | 66 |
|
|
2022
Q3 | $307K | Buy |
10,172
+1,887
| +23% | +$57K | 0.44% | 69 |
|
|
2022
Q2 | $258K | Buy |
8,285
+540
| +7% | +$16.8K | 0.32% | 89 |
|
|
2022
Q1 | $319K | Sell |
7,745
-218
| -3% | -$8.98K | 0.31% | 79 |
|
|
2021
Q4 | $354K | Buy |
+7,963
| New | +$354K | 0.32% | 67 |
|