GAG
GM Advisory Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
65,384
+28,875
| +79% | +$1.37M | 0.15% | 70 |
|
|
2025
Q1 | $1.52M | Buy |
36,509
+1,204
| +3% | +$50.2K | 0.08% | 100 |
|
|
2024
Q4 | $1.55M | Sell |
35,305
-41
| -0.1% | -$1.8K | 0.09% | 94 |
|
|
2024
Q3 | $1.4M | Sell |
35,346
-221
| -0.6% | -$8.77K | 0.08% | 94 |
|
|
2024
Q2 | $1.41M | Buy |
35,567
+446
| +1% | +$17.7K | 0.09% | 93 |
|
|
2024
Q1 | $1.33M | Buy |
35,121
+9,707
| +38% | +$368K | 0.09% | 92 |
|
|
2023
Q4 | $856K | Sell |
25,414
-31,451
| -55% | -$1.06M | 0.06% | 104 |
|
|
2023
Q3 | $1.56M | Buy |
56,865
+1,675
| +3% | +$45.9K | 0.13% | 63 |
|
|
2023
Q2 | $1.58M | Sell |
55,190
-12,400
| -18% | -$356K | 0.13% | 60 |
|
|
2023
Q1 | $1.93M | Sell |
67,590
-42,364
| -39% | -$1.21M | 0.18% | 51 |
|
|
2022
Q4 | $3.64M | Sell |
109,954
-3,856
| -3% | -$128K | 0.39% | 37 |
|
|
2022
Q3 | $3.44M | Sell |
113,810
-923
| -0.8% | -$27.9K | 0.43% | 30 |
|
|
2022
Q2 | $3.57M | Sell |
114,733
-11,907
| -9% | -$371K | 0.56% | 31 |
|
|
2022
Q1 | $5.22M | Sell |
126,640
-10,821
| -8% | -$446K | 0.62% | 27 |
|
|
2021
Q4 | $6.12M | Sell |
137,461
-400
| -0.3% | -$17.8K | 0.54% | 34 |
|
|
2021
Q3 | $5.85M | Buy |
137,861
+5,500
| +4% | +$233K | 0.59% | 33 |
|
|
2021
Q2 | $5.46M | Buy |
132,361
+3,484
| +3% | +$144K | 0.56% | 36 |
|
|
2021
Q1 | $4.99M | Buy |
128,877
+6,505
| +5% | +$252K | 0.6% | 30 |
|
|
2020
Q4 | $3.71M | Sell |
122,372
-19,059
| -13% | -$578K | 0.5% | 35 |
|
|
2020
Q3 | $3.41M | Sell |
141,431
-5,721
| -4% | -$138K | 0.52% | 33 |
|
|
2020
Q2 | $3.5M | Buy |
147,152
+1,981
| +1% | +$47.1K | 0.65% | 28 |
|
|
2020
Q1 | $3.08M | Buy |
145,171
+128,605
| +776% | +$2.73M | 0.84% | 19 |
|
|
2019
Q4 | $583K | Sell |
16,566
-21,843
| -57% | -$769K | 0.18% | 46 |
|
|
2019
Q3 | $1.12M | Buy |
38,409
+1,295
| +3% | +$37.8K | 0.35% | 33 |
|
|
2019
Q2 | $1.08M | Sell |
37,114
-602
| -2% | -$17.5K | 0.34% | 38 |
|
|
2019
Q1 | $1.04M | Buy |
37,716
+580
| +2% | +$16K | 0.34% | 40 |
|
|
2018
Q4 | $915K | Sell |
37,136
-2,978
| -7% | -$73.4K | 0.34% | 39 |
|
|
2018
Q3 | $1.18M | Sell |
40,114
-1,000
| -2% | -$29.5K | 0.37% | 43 |
|
|
2018
Q2 | $1.16M | Sell |
41,114
-5,800
| -12% | -$164K | 0.34% | 42 |
|
|
2018
Q1 | $1.41M | Buy |
46,914
+100
| +0.2% | +$3K | 0.42% | 38 |
|
|
2017
Q4 | $1.38M | Buy |
46,814
+17,450
| +59% | +$515K | 0.38% | 40 |
|
|
2017
Q3 | $744K | Sell |
29,364
-1,650
| -5% | -$41.8K | 0.23% | 50 |
|
|
2017
Q2 | $752K | Buy |
31,014
+250
| +0.8% | +$6.06K | 0.24% | 50 |
|
|
2017
Q1 | $726K | Buy |
30,764
+750
| +2% | +$17.7K | 0.25% | 49 |
|
|
2016
Q4 | $663K | Hold |
30,014
| – | – | 0.23% | 50 |
|
|
2016
Q3 | $470K | Sell |
30,014
-1,200
| -4% | -$18.8K | 0.17% | 47 |
|
|
2016
Q2 | $414K | Sell |
31,214
-20,900
| -40% | -$277K | 0.16% | 45 |
|
|
2016
Q1 | $705K | Buy |
52,114
+26,431
| +103% | +$358K | 0.3% | 36 |
|
|
2015
Q4 | $432K | Buy |
25,683
+11,817
| +85% | +$199K | 0.22% | 38 |
|
|
2015
Q3 | $216K | Sell |
13,866
-2,000
| -13% | -$31.2K | 0.11% | 37 |
|
|
2015
Q2 | $270K | Sell |
15,866
-13,261
| -46% | -$226K | 0.11% | 39 |
|
|
2015
Q1 | $448K | Buy |
29,127
+14,161
| +95% | +$218K | 0.18% | 34 |
|
|
2014
Q4 | $268K | Sell |
14,966
-3,416
| -19% | -$61.2K | 0.14% | 52 |
|
|
2014
Q3 | $313K | Buy |
18,382
+295
| +2% | +$5.02K | 0.23% | 46 |
|
|
2014
Q2 | $278K | Buy |
18,087
+2,105
| +13% | +$32.4K | 0.24% | 49 |
|
|
2014
Q1 | $266K | Buy |
+15,982
| New | +$266K | 0.21% | 57 |
|