GWA
Gratus 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 | $1.61M | Sell |
34,110
-8,488
| -20% | -$402K | 0.24% | 36 |
|
|
2025
Q1 | $1.78M | Buy |
42,598
+11
| +0% | +$459 | 0.29% | 32 |
|
|
2024
Q4 | $1.87M | Sell |
42,587
-14,395
| -25% | -$633K | 0.3% | 32 |
|
|
2024
Q3 | $2.28M | Buy |
56,982
+8,857
| +18% | +$354K | 0.37% | 34 |
|
|
2024
Q2 | $2.06M | Buy |
48,125
+10
| +0% | +$429 | 0.36% | 34 |
|
|
2024
Q1 | $1.72M | Buy |
48,115
+513
| +1% | +$18.4K | 0.32% | 37 |
|
|
2023
Q4 | $1.6M | Buy |
+47,602
| New | +$1.6M | 0.32% | 40 |
|