HNWAG
High Net Worth Advisory Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Buy |
16,913
+650
| +4% | +$30.8K | 0.21% | 97 |
|
|
2025
Q1 | $679K | Sell |
16,263
-458
| -3% | -$19.1K | 0.19% | 105 |
|
|
2024
Q4 | $735K | Hold |
16,721
| – | – | 0.21% | 103 |
|
|
2024
Q3 | $664K | Sell |
16,721
-1,339
| -7% | -$53.1K | 0.18% | 107 |
|
|
2024
Q2 | $718K | Sell |
18,060
-35
| -0.2% | -$1.39K | 0.22% | 95 |
|
|
2024
Q1 | $686K | Buy |
18,095
+2,200
| +14% | +$83.4K | 0.22% | 99 |
|
|
2023
Q4 | $535K | Sell |
15,895
-844
| -5% | -$28.4K | 0.2% | 103 |
|
|
2023
Q3 | $458K | Sell |
16,739
-4,561
| -21% | -$125K | 0.18% | 109 |
|
|
2023
Q2 | $611K | Sell |
21,300
-2,535
| -11% | -$72.7K | 0.24% | 97 |
|
|
2023
Q1 | $682K | Buy |
23,835
+1,673
| +8% | +$47.8K | 0.28% | 90 |
|
|
2022
Q4 | $734K | Sell |
22,162
-4,480
| -17% | -$148K | 0.29% | 91 |
|
|
2022
Q3 | $805K | Hold |
26,642
| – | – | 0.34% | 65 |
|
|
2022
Q2 | $829K | Sell |
26,642
-672
| -2% | -$20.9K | 0.34% | 68 |
|
|
2022
Q1 | $1.13M | Buy |
27,314
+20
| +0.1% | +$824 | 0.41% | 59 |
|
|
2021
Q4 | $1.21M | Buy |
+27,294
| New | +$1.21M | 0.42% | 58 |
|