IPW
Intergy Private Wealth’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
5,218
-62
| -1% | -$2.93K | 0.08% | 85 |
|
|
2025
Q1 | $220K | Sell |
5,280
-1,864
| -26% | -$77.8K | 0.08% | 91 |
|
|
2024
Q4 | $314K | Sell |
7,144
-794
| -10% | -$34.9K | 0.12% | 71 |
|
|
2024
Q3 | $315K | Buy |
7,938
+200
| +3% | +$7.94K | 0.12% | 70 |
|
|
2024
Q2 | $308K | Buy |
7,738
+353
| +5% | +$14K | 0.13% | 68 |
|
|
2024
Q1 | $280K | Buy |
7,385
+112
| +2% | +$4.25K | 0.12% | 72 |
|
|
2023
Q4 | $245K | Buy |
+7,273
| New | +$245K | 0.11% | 72 |
|
|
2023
Q1 | – | Sell |
-6,229
| Closed | -$206K | – | 68 |
|
|
2022
Q4 | $206K | Buy |
+6,229
| New | +$206K | 0.13% | 61 |
|