GWA
Gibson 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 | $258K | Buy |
5,445
+125
| +2% | +$5.92K | 0.19% | 36 |
|
2025
Q1 | $222K | Hold |
5,320
| – | – | 0.18% | 34 |
|
2024
Q4 | $234K | Hold |
5,320
| – | – | 0.19% | 33 |
|
2024
Q3 | $211K | Hold |
5,320
| – | – | 0.17% | 34 |
|
2024
Q2 | $212K | Hold |
5,320
| – | – | 0.2% | 34 |
|
2024
Q1 | $202K | Buy |
+5,320
| New | +$202K | 0.19% | 35 |
|
2022
Q4 | $1.17M | Buy |
34,083
+33,542
| +6,200% | +$1.16M | 0.02% | 74 |
|
2022
Q3 | $16K | Hold |
541
| – | – | 0.02% | 79 |
|
2022
Q2 | $17K | Hold |
541
| – | – | 0.02% | 73 |
|
2022
Q1 | $22K | Hold |
541
| – | – | 0.02% | 74 |
|
2021
Q4 | $24K | Buy |
+541
| New | +$24K | 0.02% | 63 |
|