IWA
Inspirion 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 | $422K | Sell |
8,928
-11,012
| -55% | -$521K | 0.06% | 105 |
|
|
2025
Q1 | $832K | Buy |
19,940
+1,319
| +7% | +$55K | 0.12% | 68 |
|
|
2024
Q4 | $858K | Buy |
18,621
+20
| +0.1% | +$922 | 0.12% | 65 |
|
|
2024
Q3 | $738K | Sell |
18,601
-1,525
| -8% | -$60.5K | 0.1% | 74 |
|
|
2024
Q2 | $800K | Sell |
20,126
-52
| -0.3% | -$2.07K | 0.12% | 66 |
|
|
2024
Q1 | $765K | Buy |
20,178
+690
| +4% | +$26.2K | 0.13% | 69 |
|
|
2023
Q4 | $661K | Sell |
19,488
-2,071
| -10% | -$70.2K | 0.12% | 75 |
|
|
2023
Q3 | $590K | Sell |
21,559
-200
| -0.9% | -$5.48K | 0.12% | 77 |
|
|
2023
Q2 | $624K | Sell |
21,759
-3,156
| -13% | -$90.5K | 0.12% | 76 |
|
|
2023
Q1 | $713K | Buy |
24,915
+4,667
| +23% | +$133K | 0.14% | 67 |
|
|
2022
Q4 | $671K | Sell |
20,248
-1,259
| -6% | -$41.7K | 0.14% | 67 |
|
|
2022
Q3 | $650K | Buy |
21,507
+129
| +0.6% | +$3.9K | 0.15% | 63 |
|
|
2022
Q2 | $665K | Sell |
21,378
-5,025
| -19% | -$156K | 0.15% | 63 |
|
|
2022
Q1 | $1.09M | Buy |
26,403
+944
| +4% | +$38.9K | 0.22% | 44 |
|
|
2021
Q4 | $1.13M | Hold |
25,459
| – | – | 0.24% | 43 |
|
|
2021
Q3 | $1.08M | Hold |
25,459
| – | – | 0.25% | 38 |
|
|
2021
Q2 | $1.05M | Sell |
25,459
-117
| -0.5% | -$4.83K | 0.26% | 38 |
|
|
2021
Q1 | $990K | Sell |
25,576
-133
| -0.5% | -$5.15K | 0.26% | 36 |
|
|
2020
Q4 | $779K | Buy |
25,709
+18
| +0.1% | +$545 | 0.22% | 36 |
|
|
2020
Q3 | $619K | Buy |
25,691
+140
| +0.5% | +$3.37K | 0.21% | 40 |
|
|
2020
Q2 | $607K | Buy |
25,551
+630
| +3% | +$15K | 0.24% | 38 |
|
|
2020
Q1 | $529K | Buy |
24,921
+990
| +4% | +$21K | 0.26% | 38 |
|
|
2019
Q4 | $843K | Sell |
23,931
-84
| -0.3% | -$2.96K | 0.28% | 30 |
|
|
2019
Q3 | $701K | Hold |
24,015
| – | – | 0.31% | 33 |
|
|
2019
Q2 | $696K | Buy |
24,015
+15
| +0.1% | +$435 | 0.3% | 34 |
|
|
2019
Q1 | $662K | Hold |
24,000
| – | – | 0.29% | 34 |
|
|
2018
Q4 | $591K | Hold |
24,000
| – | – | 0.3% | 33 |
|
|
2018
Q3 | $707K | Hold |
24,000
| – | – | 0.3% | 32 |
|
|
2018
Q2 | $677K | Hold |
24,000
| – | – | 0.32% | 31 |
|
|
2018
Q1 | $720K | Hold |
24,000
| – | – | 0.35% | 32 |
|
|
2017
Q4 | $708K | Buy |
24,000
+200
| +0.8% | +$5.9K | 0.34% | 26 |
|
|
2017
Q3 | $603K | Hold |
23,800
| – | – | 0.31% | 31 |
|
|
2017
Q2 | $577K | Sell |
23,800
-2,200
| -8% | -$53.3K | 0.31% | 31 |
|
|
2017
Q1 | $613K | Sell |
26,000
-22,057
| -46% | -$520K | 0.35% | 30 |
|
|
2016
Q4 | $1.06M | Buy |
+48,057
| New | +$1.06M | 0.67% | 24 |
|