FWP
Firethorn Wealth Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
17,284
+425
| +3% | +$20.1K | 0.35% | 65 |
|
|
2025
Q1 | $704K | Buy |
16,859
+53
| +0.3% | +$2.21K | 0.34% | 71 |
|
|
2024
Q4 | $739K | Buy |
16,806
+67
| +0.4% | +$2.95K | 0.37% | 58 |
|
|
2024
Q3 | $664K | Sell |
16,739
-708
| -4% | -$28.1K | 0.34% | 65 |
|
|
2024
Q2 | $694K | Sell |
17,447
-425
| -2% | -$16.9K | 0.39% | 58 |
|
|
2024
Q1 | $678K | Buy |
17,872
+136
| +0.8% | +$5.16K | 0.4% | 52 |
|
|
2023
Q4 | $597K | Buy |
17,736
+53
| +0.3% | +$1.79K | 0.39% | 54 |
|
|
2023
Q3 | $484K | Buy |
17,683
+22
| +0.1% | +$602 | 0.37% | 54 |
|
|
2023
Q2 | $507K | Buy |
17,661
+199
| +1% | +$5.71K | 0.38% | 52 |
|
|
2023
Q1 | $507K | Sell |
17,462
-293
| -2% | -$8.51K | 0.4% | 51 |
|
|
2022
Q4 | $588K | Buy |
17,755
+388
| +2% | +$12.9K | 0.5% | 46 |
|
|
2022
Q3 | $524K | Sell |
17,367
-547
| -3% | -$16.5K | 0.49% | 47 |
|
|
2022
Q2 | $604K | Sell |
17,914
-47
| -0.3% | -$1.59K | 0.49% | 46 |
|
|
2022
Q1 | $740K | Sell |
17,961
-209
| -1% | -$8.61K | 0.56% | 44 |
|
|
2021
Q4 | $808K | Buy |
+18,170
| New | +$808K | 0.6% | 40 |
|
|
2021
Q2 | $665K | Sell |
16,138
-467
| -3% | -$19.2K | 0.56% | 43 |
|
|
2021
Q1 | $642K | Buy |
16,605
+4,313
| +35% | +$167K | 0.6% | 44 |
|
|
2020
Q4 | $373K | Buy |
+12,292
| New | +$373K | 0.4% | 58 |
|