FWM
Finer 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 | $914K | Sell |
19,308
-1,771
| -8% | -$83.8K | 0.49% | 41 |
|
|
2025
Q1 | $880K | Sell |
21,079
-921
| -4% | -$38.4K | 0.53% | 39 |
|
|
2024
Q4 | $967K | Sell |
22,000
-2,380
| -10% | -$105K | 0.55% | 40 |
|
|
2024
Q3 | $967K | Sell |
24,380
-11,314
| -32% | -$449K | 0.6% | 35 |
|
|
2024
Q2 | $1.42M | Sell |
35,694
-12,182
| -25% | -$484K | 0.92% | 28 |
|
|
2024
Q1 | $1.82M | Sell |
47,876
-15,530
| -24% | -$589K | 1.19% | 24 |
|
|
2023
Q4 | $2.13M | Buy |
63,406
+3,719
| +6% | +$125K | 1.59% | 22 |
|
|
2023
Q3 | $1.63M | Buy |
59,687
+9,297
| +18% | +$255K | 1.31% | 25 |
|
|
2023
Q2 | $1.45M | Buy |
50,390
+3,799
| +8% | +$109K | 1.13% | 29 |
|
|
2023
Q1 | $1.33M | Buy |
46,591
+7,724
| +20% | +$221K | 1.13% | 31 |
|
|
2022
Q4 | $1.29M | Buy |
38,867
+18,756
| +93% | +$621K | 1.2% | 30 |
|
|
2022
Q3 | $607K | Buy |
20,111
+4,709
| +31% | +$142K | 0.6% | 42 |
|
|
2022
Q2 | $479K | Buy |
15,402
+4,245
| +38% | +$132K | 0.44% | 52 |
|
|
2022
Q1 | $460K | Sell |
11,157
-1,695
| -13% | -$69.9K | 0.38% | 54 |
|
|
2021
Q4 | $572K | Buy |
+12,852
| New | +$572K | 0.47% | 49 |
|