IWS
Integrity Wealth Solutions’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
5,839
+22
| +0.4% | +$1.04K | 0.13% | 94 |
|
|
2025
Q1 | $243K | Buy |
5,817
+25
| +0.4% | +$1.04K | 0.13% | 95 |
|
|
2024
Q4 | $255K | Buy |
5,792
+23
| +0.4% | +$1.01K | 0.14% | 87 |
|
|
2024
Q3 | $229K | Buy |
5,769
+25
| +0.4% | +$992 | 0.13% | 87 |
|
|
2024
Q2 | $228K | Sell |
5,744
-478
| -8% | -$19K | 0.15% | 81 |
|
|
2024
Q1 | $236K | Buy |
6,222
+31
| +0.5% | +$1.18K | 0.15% | 89 |
|
|
2023
Q4 | $208K | Buy |
+6,191
| New | +$208K | 0.14% | 93 |
|