FWA
FSM 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 | $1.44M | Buy |
29,671
+24,005
| +424% | +$1.17M | 0.23% | 62 |
|
|
2025
Q1 | $236K | Buy |
5,666
+34
| +0.6% | +$1.42K | 0.05% | 187 |
|
|
2024
Q4 | $263K | Sell |
5,632
-1,445
| -20% | -$67.4K | 0.06% | 150 |
|
|
2024
Q3 | $281K | Buy |
7,077
+1,131
| +19% | +$44.9K | 0.07% | 138 |
|
|
2024
Q2 | $236K | Buy |
5,946
+240
| +4% | +$9.54K | 0.08% | 136 |
|
|
2024
Q1 | $216K | Buy |
+5,706
| New | +$216K | 0.08% | 151 |
|
|
2023
Q4 | – | Sell |
-8,455
| Closed | -$231K | – | 155 |
|
|
2023
Q3 | $231K | Sell |
8,455
-2,375
| -22% | -$65K | 0.12% | 129 |
|
|
2023
Q2 | $314K | Sell |
10,830
-211
| -2% | -$6.12K | 0.16% | 114 |
|
|
2023
Q1 | $316K | Sell |
11,041
-300
| -3% | -$8.58K | 0.18% | 109 |
|
|
2022
Q4 | $376K | Buy |
11,341
+1,481
| +15% | +$49.1K | 0.27% | 82 |
|
|
2022
Q3 | $298K | Buy |
9,860
+2,337
| +31% | +$70.6K | 0.25% | 99 |
|
|
2022
Q2 | $252K | Buy |
+7,523
| New | +$252K | 0.25% | 96 |
|