GA
Goldstein Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
6,155
-1,462
| -19% | -$69.2K | 0.04% | 136 |
|
|
2025
Q1 | $318K | Buy |
7,617
+102
| +1% | +$4.26K | 0.05% | 136 |
|
|
2024
Q4 | $330K | Buy |
7,515
+885
| +13% | +$38.9K | 0.05% | 125 |
|
|
2024
Q3 | $263K | Sell |
6,630
-186
| -3% | -$7.38K | 0.04% | 146 |
|
|
2024
Q2 | $271K | Buy |
6,816
+186
| +3% | +$7.4K | 0.05% | 128 |
|
|
2024
Q1 | $251K | Buy |
+6,630
| New | +$251K | 0.04% | 134 |
|