GLLW
Graves Light Lenhart Wealth’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
24,991
+8
| +0% | +$379 | 0.14% | 76 |
|
|
2025
Q1 | $1.04M | Buy |
24,983
+81
| +0.3% | +$3.38K | 0.13% | 77 |
|
|
2024
Q4 | $1.09M | Buy |
24,902
+8
| +0% | +$352 | 0.14% | 79 |
|
|
2024
Q3 | $988K | Sell |
24,894
-191
| -0.8% | -$7.58K | 0.12% | 82 |
|
|
2024
Q2 | $1M | Buy |
25,085
+17
| +0.1% | +$680 | 0.11% | 81 |
|
|
2024
Q1 | $951K | Sell |
25,068
-90
| -0.4% | -$3.41K | 0.11% | 83 |
|
|
2023
Q4 | $847K | Sell |
25,158
-111
| -0.4% | -$3.74K | 0.11% | 87 |
|
|
2023
Q3 | $659K | Buy |
25,269
+24
| +0.1% | +$626 | 0.09% | 92 |
|
|
2023
Q2 | $724K | Buy |
25,245
+2,103
| +9% | +$60.3K | 0.1% | 99 |
|
|
2023
Q1 | $662K | Sell |
23,142
-107
| -0.5% | -$3.06K | 0.1% | 92 |
|
|
2022
Q4 | $770K | Buy |
23,249
+10
| +0% | +$331 | 0.12% | 92 |
|
|
2022
Q3 | $702K | Hold |
23,239
| – | – | 0.12% | 93 |
|
|
2022
Q2 | $723K | Buy |
23,239
+9
| +0% | +$280 | 0.11% | 94 |
|
|
2022
Q1 | $958K | Buy |
23,230
+1,480
| +7% | +$61K | 0.13% | 83 |
|
|
2021
Q4 | $968K | Buy |
21,750
+763
| +4% | +$34K | 0.14% | 82 |
|
|
2021
Q3 | $891K | Buy |
20,987
+6
| +0% | +$255 | 0.14% | 75 |
|
|
2021
Q2 | $865K | Sell |
20,981
-712
| -3% | -$29.4K | 0.14% | 75 |
|
|
2021
Q1 | $839K | Buy |
21,693
+7
| +0% | +$271 | 0.14% | 76 |
|
|
2020
Q4 | $657K | Sell |
21,686
-764
| -3% | -$23.1K | 0.12% | 83 |
|
|
2020
Q3 | $541K | Buy |
22,450
+109
| +0.5% | +$2.63K | 0.12% | 85 |
|
|
2020
Q2 | $531K | Sell |
22,341
-10
| -0% | -$238 | 0.12% | 86 |
|
|
2020
Q1 | $475K | Buy |
22,351
+11
| +0% | +$234 | 0.13% | 85 |
|
|
2019
Q4 | $787K | Sell |
22,340
-932
| -4% | -$32.8K | 0.17% | 77 |
|
|
2019
Q3 | $728K | Buy |
23,272
+947
| +4% | +$29.6K | 0.16% | 82 |
|
|
2019
Q2 | $647K | Buy |
22,325
+2,004
| +10% | +$58.1K | 0.15% | 82 |
|
|
2019
Q1 | $561K | Buy |
20,321
+534
| +3% | +$14.7K | 0.14% | 83 |
|
|
2018
Q4 | $488K | Buy |
+19,787
| New | +$488K | 0.14% | 85 |
|