FVWA
Foster Victor 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 | $538K | Buy |
11,488
+347
| +3% | +$16.3K | 0.04% | 138 |
|
|
2025
Q1 | $401K | Sell |
11,141
-1,447
| -11% | -$52K | 0.03% | 147 |
|
|
2024
Q4 | $586K | Buy |
12,588
+470
| +4% | +$21.9K | 0.04% | 126 |
|
|
2024
Q3 | $487K | Sell |
12,118
-1,792
| -13% | -$72K | 0.04% | 130 |
|
|
2024
Q2 | $614K | Sell |
13,910
-1,257
| -8% | -$55.5K | 0.05% | 123 |
|
|
2024
Q1 | $551K | Sell |
15,167
-2,175
| -13% | -$79.1K | 0.05% | 114 |
|
|
2023
Q4 | $592K | Sell |
17,342
-983
| -5% | -$33.6K | 0.06% | 113 |
|
|
2023
Q3 | $478K | Sell |
18,325
-343
| -2% | -$8.94K | 0.06% | 107 |
|
|
2023
Q2 | $543K | Buy |
18,668
+554
| +3% | +$16.1K | 0.06% | 108 |
|
|
2023
Q1 | $507K | Buy |
18,114
+1,121
| +7% | +$31.4K | 0.06% | 106 |
|
|
2022
Q4 | $585K | Sell |
16,993
-306
| -2% | -$10.5K | 0.07% | 99 |
|
|
2022
Q3 | $544K | Buy |
17,299
+483
| +3% | +$15.2K | 0.08% | 95 |
|
|
2022
Q2 | $521K | Buy |
16,816
+48
| +0.3% | +$1.49K | 0.08% | 95 |
|
|
2022
Q1 | $666K | Sell |
16,768
-1,154
| -6% | -$45.8K | 0.09% | 95 |
|
|
2021
Q4 | $876K | Buy |
17,922
+4,777
| +36% | +$233K | 0.12% | 94 |
|
|
2021
Q3 | $558K | Buy |
13,145
+3,974
| +43% | +$169K | 0.09% | 102 |
|
|
2021
Q2 | $378K | Buy |
9,171
+57
| +0.6% | +$2.35K | 0.06% | 110 |
|
|
2021
Q1 | $358K | Sell |
9,114
-1,450
| -14% | -$57K | 0.07% | 108 |
|
|
2020
Q4 | $320K | Buy |
10,564
+499
| +5% | +$15.1K | 0.07% | 110 |
|
|
2020
Q3 | $242K | Buy |
10,065
+131
| +1% | +$3.15K | 0.07% | 119 |
|
|
2020
Q2 | $236K | Buy |
+9,934
| New | +$236K | 0.08% | 105 |
|
|
2020
Q1 | – | Sell |
-9,586
| Closed | -$335K | – | 95 |
|
|
2019
Q4 | $335K | Sell |
9,586
-69
| -0.7% | -$2.41K | 0.15% | 79 |
|
|
2019
Q3 | $273K | Buy |
+9,655
| New | +$273K | 0.15% | 78 |
|