GWMR
GC Wealth Management RIA’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Buy |
92,239
+55,881
| +154% | +$2.64M | 0.36% | 54 |
|
|
2025
Q1 | $1.52M | Buy |
36,358
+629
| +2% | +$26.2K | 0.28% | 80 |
|
|
2024
Q4 | $1.57M | Sell |
35,729
-6,475
| -15% | -$285K | 0.28% | 77 |
|
|
2024
Q3 | $1.67M | Sell |
42,204
-2,199
| -5% | -$87.3K | 0.29% | 75 |
|
|
2024
Q2 | $1.77M | Sell |
44,403
-7,905
| -15% | -$314K | 0.35% | 61 |
|
|
2024
Q1 | $1.98M | Buy |
52,308
+2,571
| +5% | +$97.5K | 0.4% | 52 |
|
|
2023
Q4 | $1.67M | Buy |
+49,737
| New | +$1.67M | 0.75% | 31 |
|