JPWM
Jamison Private 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 | $12.6M | Buy |
266,117
+2,803
| +1% | +$133K | 1.81% | 15 |
|
|
2025
Q1 | $11M | Buy |
263,314
+2,147
| +0.8% | +$89.6K | 1.67% | 16 |
|
|
2024
Q4 | $11.5M | Buy |
261,167
+588
| +0.2% | +$25.8K | 1.69% | 15 |
|
|
2024
Q3 | $10.3M | Buy |
260,579
+7,118
| +3% | +$282K | 1.57% | 16 |
|
|
2024
Q2 | $10.1M | Sell |
253,461
-3,804
| -1% | -$151K | 1.68% | 15 |
|
|
2024
Q1 | $9.76M | Buy |
257,265
+1,606
| +0.6% | +$60.9K | 1.65% | 15 |
|
|
2023
Q4 | $8.61M | Sell |
255,659
-1,123
| -0.4% | -$37.8K | 1.61% | 15 |
|
|
2023
Q3 | $7.03M | Buy |
+256,782
| New | +$7.03M | 1.45% | 21 |
|