IWM
Integris 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 | $510K | Buy |
10,787
+199
| +2% | +$9.42K | 0.13% | 59 |
|
|
2025
Q1 | $442K | Hold |
10,588
| – | – | 0.13% | 57 |
|
|
2024
Q4 | $465K | Sell |
10,588
-100
| -0.9% | -$4.4K | 0.13% | 58 |
|
|
2024
Q3 | $424K | Buy |
10,688
+970
| +10% | +$38.5K | 0.12% | 58 |
|
|
2024
Q2 | $387K | Hold |
9,718
| – | – | 0.11% | 60 |
|
|
2024
Q1 | $369K | Sell |
9,718
-2,605
| -21% | -$98.8K | 0.1% | 63 |
|
|
2023
Q4 | $415K | Buy |
+12,323
| New | +$415K | 0.12% | 61 |
|