GWP
Gateway 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 | $1.53M | Buy |
32,305
+766
| +2% | +$36.2K | 0.29% | 94 |
|
|
2025
Q1 | $1.32M | Sell |
31,539
-7,682
| -20% | -$321K | 0.3% | 87 |
|
|
2024
Q4 | $1.72M | Buy |
39,221
+22,420
| +133% | +$985K | 0.45% | 56 |
|
|
2024
Q3 | $667K | Sell |
16,801
-372
| -2% | -$14.8K | 0.18% | 120 |
|
|
2024
Q2 | $683K | Buy |
17,173
+7,345
| +75% | +$292K | 0.21% | 115 |
|
|
2024
Q1 | $373K | Sell |
9,828
-379
| -4% | -$14.4K | 0.13% | 147 |
|
|
2023
Q4 | $344K | Sell |
10,207
-3,037
| -23% | -$102K | 0.14% | 138 |
|
|
2023
Q3 | $363K | Buy |
13,244
+530
| +4% | +$14.5K | 0.07% | 163 |
|
|
2023
Q2 | $365K | Buy |
12,714
+4,843
| +62% | +$139K | 0.07% | 157 |
|
|
2023
Q1 | $225K | Buy |
7,871
+1,320
| +20% | +$37.8K | 0.03% | 201 |
|
|
2022
Q4 | $217K | Buy |
+6,551
| New | +$217K | 0.04% | 182 |
|