HWM
Hohimer Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
20,019
+364
| +2% | +$17.2K | 0.17% | 110 |
|
|
2025
Q1 | $820K | Buy |
+19,655
| New | +$820K | 0.16% | 121 |
|
|
2023
Q2 | – | Sell |
-111,305
| Closed | -$3.18M | – | 189 |
|
|
2023
Q1 | $3.18M | Buy |
111,305
+57,485
| +107% | +$1.64M | 0.92% | 34 |
|
|
2022
Q4 | $1.78M | Sell |
53,820
-60,238
| -53% | -$2M | 0.57% | 52 |
|
|
2022
Q3 | $3.45M | Buy |
114,058
+1,335
| +1% | +$40.3K | 1.11% | 26 |
|
|
2022
Q2 | $3.51M | Buy |
112,723
+6,551
| +6% | +$204K | 1.04% | 25 |
|
|
2022
Q1 | $4.38M | Buy |
106,172
+7,621
| +8% | +$314K | 0.86% | 30 |
|
|
2021
Q4 | $4.39M | Buy |
98,551
+152
| +0.2% | +$6.76K | 0.92% | 27 |
|
|
2021
Q3 | $4.18M | Buy |
98,399
+516
| +0.5% | +$21.9K | 0.88% | 39 |
|
|
2021
Q2 | $4.04M | Buy |
97,883
+35,616
| +57% | +$1.47M | 0.83% | 42 |
|
|
2021
Q1 | $2.41M | Buy |
62,267
+11,888
| +24% | +$460K | 0.59% | 64 |
|
|
2020
Q4 | $1.53M | Sell |
50,379
-1,429
| -3% | -$43.3K | 0.4% | 79 |
|
|
2020
Q3 | $1.23M | Buy |
51,808
+1,907
| +4% | +$45.2K | 0.35% | 96 |
|
|
2020
Q2 | $1.19M | Buy |
49,901
+24,535
| +97% | +$583K | 0.41% | 87 |
|
|
2020
Q1 | $595K | Buy |
25,366
+6,193
| +32% | +$145K | 0.25% | 124 |
|
|
2019
Q4 | $675K | Buy |
+19,173
| New | +$675K | 0.23% | 149 |
|