GJWM
Gilliland Jeter Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
65,142
-621
| -0.9% | -$29.4K | 1% | 22 |
|
|
2025
Q1 | $2.74M | Buy |
65,763
+82
| +0.1% | +$3.42K | 0.97% | 25 |
|
|
2024
Q4 | $2.89M | Sell |
65,681
-56
| -0.1% | -$2.46K | 0.97% | 26 |
|
|
2024
Q3 | $2.61M | Buy |
65,737
+22
| +0% | +$873 | 0.84% | 29 |
|
|
2024
Q2 | $2.61M | Sell |
65,715
-779
| -1% | -$31K | 0.88% | 28 |
|
|
2024
Q1 | $2.52M | Sell |
66,494
-2,958
| -4% | -$112K | 0.88% | 28 |
|
|
2023
Q4 | $2.34M | Buy |
+69,452
| New | +$2.34M | 0.97% | 29 |
|