FMWA
Forvis Mazars 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 | $7.17M | Buy |
151,527
+1,883
| +1% | +$89.1K | 0.15% | 74 |
|
|
2025
Q1 | $6.24M | Buy |
149,644
+6,128
| +4% | +$256K | 0.15% | 75 |
|
|
2024
Q4 | $6.31M | Sell |
143,516
-1,575
| -1% | -$69.2K | 0.15% | 77 |
|
|
2024
Q3 | $5.76M | Buy |
145,091
+5,553
| +4% | +$220K | 0.13% | 85 |
|
|
2024
Q2 | $5.55M | Sell |
139,538
-5,559
| -4% | -$221K | 0.14% | 83 |
|
|
2024
Q1 | $5.5M | Buy |
145,097
+4,392
| +3% | +$167K | 0.14% | 83 |
|
|
2023
Q4 | $4.74M | Sell |
140,705
-5,170
| -4% | -$174K | 0.13% | 86 |
|
|
2023
Q3 | $3.99M | Sell |
145,875
-35,049
| -19% | -$960K | 0.12% | 98 |
|
|
2023
Q2 | $5.19M | Buy |
180,924
+51,429
| +40% | +$1.48M | 0.15% | 95 |
|
|
2023
Q1 | $3.7M | Buy |
129,495
+10,265
| +9% | +$294K | 0.12% | 105 |
|
|
2022
Q4 | $3.95M | Buy |
119,230
+1,006
| +0.9% | +$33.3K | 0.14% | 94 |
|
|
2022
Q3 | $3.57M | Buy |
118,224
+814
| +0.7% | +$24.6K | 0.14% | 93 |
|
|
2022
Q2 | $3.66M | Buy |
117,410
+16,862
| +17% | +$525K | 0.15% | 84 |
|
|
2022
Q1 | $4.15M | Buy |
100,548
+12,043
| +14% | +$496K | 0.18% | 65 |
|
|
2021
Q4 | $3.94M | Buy |
88,505
+159
| +0.2% | +$7.08K | 0.17% | 65 |
|
|
2021
Q3 | $3.75M | Sell |
88,346
-44
| -0% | -$1.87K | 0.17% | 62 |
|
|
2021
Q2 | $3.64M | Sell |
88,390
-5,931
| -6% | -$245K | 0.17% | 61 |
|
|
2021
Q1 | $3.65M | Sell |
94,321
-35,155
| -27% | -$1.36M | 0.18% | 60 |
|
|
2020
Q4 | $3.92M | Buy |
129,476
+7,200
| +6% | +$218K | 0.2% | 58 |
|
|
2020
Q3 | $2.95M | Buy |
122,276
+6,975
| +6% | +$168K | 0.17% | 65 |
|
|
2020
Q2 | $2.74M | Buy |
115,301
+37,218
| +48% | +$884K | 0.18% | 64 |
|
|
2020
Q1 | $1.66M | Buy |
78,083
+31,071
| +66% | +$660K | 0.14% | 79 |
|
|
2019
Q4 | $1.66M | Buy |
47,012
+3,717
| +9% | +$131K | 0.12% | 97 |
|
|
2019
Q3 | $1.26M | Buy |
43,295
+2,598
| +6% | +$75.8K | 0.1% | 104 |
|
|
2019
Q2 | $1.18M | Sell |
40,697
-2,559
| -6% | -$74.2K | 0.1% | 105 |
|
|
2019
Q1 | $1.19M | Buy |
43,256
+1,126
| +3% | +$31.1K | 0.1% | 102 |
|
|
2018
Q4 | $1.04M | Buy |
42,130
+3,703
| +10% | +$91.2K | 0.11% | 92 |
|
|
2018
Q3 | $1.13M | Sell |
38,427
-1,364
| -3% | -$40.2K | 0.1% | 99 |
|
|
2018
Q2 | $1.12M | Sell |
39,791
-61
| -0.2% | -$1.72K | 0.11% | 97 |
|
|
2018
Q1 | $1.2M | Sell |
39,852
-9,819
| -20% | -$294K | 0.12% | 92 |
|
|
2017
Q4 | $1.47M | Buy |
49,671
+195
| +0.4% | +$5.76K | 0.15% | 81 |
|
|
2017
Q3 | $1.25M | Sell |
49,476
-1,466
| -3% | -$37.2K | 0.14% | 81 |
|
|
2017
Q2 | $1.24M | Buy |
50,942
+2,070
| +4% | +$50.2K | 0.14% | 82 |
|
|
2017
Q1 | $1.15M | Sell |
48,872
-64
| -0.1% | -$1.51K | 0.14% | 81 |
|
|
2016
Q4 | $1.08M | Buy |
48,936
+5,786
| +13% | +$128K | 0.14% | 80 |
|
|
2016
Q3 | $675K | Buy |
43,150
+9,816
| +29% | +$154K | 0.09% | 98 |
|
|
2016
Q2 | $442K | Sell |
33,334
-4,194
| -11% | -$55.6K | 0.07% | 113 |
|
|
2016
Q1 | $507K | Buy |
37,528
+1,059
| +3% | +$14.3K | 0.08% | 106 |
|
|
2015
Q4 | $614K | Buy |
36,469
+2,596
| +8% | +$43.7K | 0.09% | 94 |
|
|
2015
Q3 | $528K | Sell |
33,873
-14,796
| -30% | -$231K | 0.09% | 95 |
|
|
2015
Q2 | $828K | Sell |
48,669
-6,308
| -11% | -$107K | 0.12% | 84 |
|
|
2015
Q1 | $846K | Buy |
54,977
+21,872
| +66% | +$337K | 0.12% | 87 |
|
|
2014
Q4 | $592K | Buy |
33,105
+2,623
| +9% | +$46.9K | 0.1% | 89 |
|
|
2014
Q3 | $520K | Sell |
30,482
-360
| -1% | -$6.14K | 0.09% | 90 |
|
|
2014
Q2 | $474K | Sell |
30,842
-6,602
| -18% | -$101K | 0.08% | 94 |
|
|
2014
Q1 | $643K | Buy |
37,444
+1,973
| +6% | +$33.9K | 0.11% | 89 |
|
|
2013
Q4 | $552K | Sell |
35,471
-447
| -1% | -$6.96K | 0.1% | 103 |
|
|
2013
Q3 | $496K | Sell |
35,918
-2,170
| -6% | -$30K | 0.1% | 102 |
|
|
2013
Q2 | $490K | Buy |
+38,088
| New | +$490K | 0.39% | 63 |
|