HWA
HCR 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 | $2.51M | Sell |
52,943
-73
| -0.1% | -$3.45K | 0.29% | 58 |
|
|
2025
Q1 | $2.21M | Buy |
53,016
+14
| +0% | +$584 | 0.29% | 57 |
|
|
2024
Q4 | $2.33M | Sell |
53,002
-3,183
| -6% | -$140K | 0.29% | 56 |
|
|
2024
Q3 | $2.23M | Buy |
56,185
+2,560
| +5% | +$102K | 0.29% | 56 |
|
|
2024
Q2 | $2.13M | Sell |
53,625
-176
| -0.3% | -$7K | 0.3% | 55 |
|
|
2024
Q1 | $2.04M | Buy |
53,801
+2,856
| +6% | +$108K | 0.31% | 59 |
|
|
2023
Q4 | $1.72M | Sell |
50,945
-287
| -0.6% | -$9.66K | 0.27% | 63 |
|
|
2023
Q3 | $1.4M | Sell |
51,232
-3,094
| -6% | -$84.7K | 0.31% | 63 |
|
|
2023
Q2 | $1.56M | Sell |
54,326
-28
| -0.1% | -$803 | 0.29% | 66 |
|
|
2023
Q1 | $1.55M | Sell |
54,354
-1,471
| -3% | -$42.1K | 0.31% | 67 |
|
|
2022
Q4 | $1.85M | Buy |
55,825
+2,004
| +4% | +$66.4K | 0.39% | 57 |
|
|
2022
Q3 | $1.63M | Buy |
53,821
+1,900
| +4% | +$57.4K | 0.35% | 63 |
|
|
2022
Q2 | $1.62M | Sell |
51,921
-1,804
| -3% | -$56.1K | 0.32% | 66 |
|
|
2022
Q1 | $2.22M | Sell |
53,725
-987
| -2% | -$40.7K | 0.36% | 60 |
|
|
2021
Q4 | $2.43M | Sell |
54,712
-625
| -1% | -$27.8K | 0.38% | 62 |
|
|
2021
Q3 | $2.35M | Hold |
55,337
| – | – | 0.39% | 61 |
|
|
2021
Q2 | $2.28M | Buy |
55,337
+12
| +0% | +$495 | 0.4% | 54 |
|
|
2021
Q1 | $2.14M | Sell |
55,325
-26,521
| -32% | -$1.03M | 0.42% | 50 |
|
|
2020
Q4 | $2.48M | Buy |
81,846
+1,730
| +2% | +$52.4K | 0.52% | 31 |
|
|
2020
Q3 | $1.92M | Sell |
80,116
-238
| -0.3% | -$5.72K | 0.44% | 46 |
|
|
2020
Q2 | $1.88M | Buy |
80,354
+171
| +0.2% | +$4K | 0.44% | 37 |
|
|
2020
Q1 | $1.7M | Buy |
+80,183
| New | +$1.7M | 0.49% | 38 |
|
|
2019
Q4 | – | Sell |
-67,267
| Closed | -$2.02M | – | 237 |
|
|
2019
Q3 | $2.02M | Sell |
67,267
-13,339
| -17% | -$401K | 0.67% | 32 |
|
|
2019
Q2 | $2.34M | Buy |
80,606
+18,197
| +29% | +$528K | 0.66% | 28 |
|
|
2019
Q1 | $1.59M | Sell |
62,409
-9,240
| -13% | -$235K | 0.46% | 45 |
|
|
2018
Q4 | $1.75M | Buy |
71,649
+82
| +0.1% | +$2.01K | 0.57% | 37 |
|
|
2018
Q3 | $1.98M | Sell |
71,567
-724
| -1% | -$20K | 0.64% | 29 |
|
|
2018
Q2 | $2.11M | Buy |
72,291
+125
| +0.2% | +$3.64K | 0.69% | 29 |
|
|
2018
Q1 | $2.15M | Sell |
72,166
-199
| -0.3% | -$5.93K | 0.75% | 26 |
|
|
2017
Q4 | $2.14M | Buy |
72,365
+565
| +0.8% | +$16.7K | 0.75% | 26 |
|
|
2017
Q3 | $1.82M | Buy |
+71,800
| New | +$1.82M | 0.77% | 30 |
|
|
2017
Q2 | – | Sell |
-64,428
| Closed | -$1.51M | – | 150 |
|
|
2017
Q1 | $1.51M | Buy |
64,428
+173
| +0.3% | +$4.05K | 0.77% | 32 |
|
|
2016
Q4 | $1.41M | Buy |
+64,255
| New | +$1.41M | 0.74% | 35 |
|