HWA
HHM 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 | $800K | Sell |
16,900
-813
| -5% | -$38.5K | 0.1% | 76 |
|
|
2025
Q1 | $739K | Buy |
17,713
+843
| +5% | +$35.2K | 0.1% | 77 |
|
|
2024
Q4 | $741K | Buy |
16,870
+700
| +4% | +$30.8K | 0.1% | 78 |
|
|
2024
Q3 | $642K | Sell |
16,170
-144
| -0.9% | -$5.71K | 0.09% | 80 |
|
|
2024
Q2 | $649K | Buy |
16,314
+284
| +2% | +$11.3K | 0.1% | 77 |
|
|
2024
Q1 | $608K | Buy |
16,030
+38
| +0.2% | +$1.44K | 0.1% | 68 |
|
|
2023
Q4 | $538K | Sell |
15,992
-83
| -0.5% | -$2.8K | 0.09% | 73 |
|
|
2023
Q3 | $440K | Buy |
16,075
+83
| +0.5% | +$2.27K | 0.09% | 76 |
|
|
2023
Q2 | $459K | Buy |
15,992
+215
| +1% | +$6.17K | 0.09% | 80 |
|
|
2023
Q1 | $451K | Buy |
15,777
+240
| +2% | +$6.86K | 0.09% | 72 |
|
|
2022
Q4 | $515K | Sell |
15,537
-717
| -4% | -$23.7K | 0.12% | 66 |
|
|
2022
Q3 | $491K | Sell |
16,254
-50
| -0.3% | -$1.51K | 0.13% | 59 |
|
|
2022
Q2 | $508K | Buy |
16,304
+747
| +5% | +$23.3K | 0.13% | 63 |
|
|
2022
Q1 | $641K | Sell |
15,557
-440
| -3% | -$18.1K | 0.15% | 59 |
|
|
2021
Q4 | $712K | Sell |
15,997
-54
| -0.3% | -$2.4K | 0.17% | 50 |
|
|
2021
Q3 | $681K | Hold |
16,051
| – | – | 0.19% | 52 |
|
|
2021
Q2 | $662K | Sell |
16,051
-237
| -1% | -$9.78K | 0.18% | 55 |
|
|
2021
Q1 | $630K | Sell |
16,288
-476
| -3% | -$18.4K | 0.19% | 50 |
|
|
2020
Q4 | $508K | Hold |
16,764
| – | – | 0.17% | 49 |
|
|
2020
Q3 | $404K | Buy |
16,764
+800
| +5% | +$19.3K | 0.16% | 52 |
|
|
2020
Q2 | $379K | Buy |
15,964
+258
| +2% | +$6.13K | 0.16% | 50 |
|
|
2020
Q1 | $333K | Buy |
15,706
+8,603
| +121% | +$182K | 0.16% | 51 |
|
|
2019
Q4 | $250K | Buy |
+7,103
| New | +$250K | 0.12% | 70 |
|