EWA
EverSource 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 | $2.04M | Buy |
43,202
+7,143
| +20% | +$338K | 0.09% | 162 |
|
|
2025
Q1 | $1.5M | Sell |
36,059
-14,479
| -29% | -$604K | 0.08% | 191 |
|
|
2024
Q4 | $2.22M | Buy |
50,538
+247
| +0.5% | +$10.9K | 0.12% | 137 |
|
|
2024
Q3 | $2M | Buy |
50,291
+1,573
| +3% | +$62.4K | 0.13% | 143 |
|
|
2024
Q2 | $1.96M | Sell |
48,718
-20,953
| -30% | -$845K | 0.13% | 136 |
|
|
2024
Q1 | $2.58M | Buy |
69,671
+4,954
| +8% | +$183K | 0.2% | 103 |
|
|
2023
Q4 | $2.18M | Sell |
64,717
-3,577
| -5% | -$120K | 0.2% | 107 |
|
|
2023
Q3 | $1.87M | Buy |
68,294
+24,110
| +55% | +$660K | 0.2% | 111 |
|
|
2023
Q2 | $1.27M | Buy |
44,184
+20,517
| +87% | +$589K | 0.14% | 137 |
|
|
2023
Q1 | $677K | Buy |
23,667
+1,306
| +6% | +$37.4K | 0.08% | 181 |
|
|
2022
Q4 | $741K | Buy |
22,361
+5,339
| +31% | +$177K | 0.11% | 151 |
|
|
2022
Q3 | $515K | Sell |
17,022
-360
| -2% | -$10.9K | 0.12% | 170 |
|
|
2022
Q2 | $540K | Buy |
17,382
+2,603
| +18% | +$80.9K | 0.14% | 135 |
|
|
2022
Q1 | $610K | Buy |
14,779
+362
| +3% | +$14.9K | 0.15% | 128 |
|
|
2021
Q4 | $641K | Buy |
+14,417
| New | +$641K | 0.18% | 99 |
|