IWM
Iams 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 | $1.55M | Sell |
32,694
-1,920
| -6% | -$90.9K | 0.71% | 46 |
|
|
2025
Q1 | $1.44M | Buy |
34,614
+2,321
| +7% | +$96.9K | 0.66% | 54 |
|
|
2024
Q4 | $1.42M | Sell |
32,293
-102
| -0.3% | -$4.48K | 0.65% | 50 |
|
|
2024
Q3 | $1.29M | Sell |
32,395
-9
| -0% | -$357 | 0.63% | 51 |
|
|
2024
Q2 | $1.29M | Sell |
32,404
-2,269
| -7% | -$90.2K | 0.71% | 47 |
|
|
2024
Q1 | $1.19M | Sell |
34,673
-1,493
| -4% | -$51.2K | 0.73% | 43 |
|
|
2023
Q4 | $1.22M | Sell |
36,166
-1,097
| -3% | -$36.9K | 0.79% | 41 |
|
|
2023
Q3 | $1.02M | Buy |
+37,263
| New | +$1.02M | 0.71% | 49 |
|
|
2023
Q2 | – | Sell |
-31,731
| Closed | -$903K | – | 10 |
|
|
2023
Q1 | $903K | Buy |
31,731
+15,373
| +94% | +$438K | 0.75% | 47 |
|
|
2022
Q4 | $542K | Buy |
+16,358
| New | +$542K | 0.55% | 62 |
|