JWM
Janiczek Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $289K | Buy |
7,266
+252
| +4% | +$10K | 0.06% | 136 |
|
|
2024
Q1 | $266K | Buy |
7,014
+134
| +2% | +$5.08K | 0.06% | 148 |
|
|
2023
Q4 | $232K | Buy |
6,880
+3,208
| +87% | +$108K | 0.06% | 146 |
|
|
2023
Q3 | $101K | Buy |
3,672
+1,934
| +111% | +$53K | 0.03% | 247 |
|
|
2023
Q2 | $49.9K | Buy |
1,738
+48
| +3% | +$1.38K | 0.01% | 319 |
|
|
2023
Q1 | $49.9K | Sell |
1,690
-748
| -31% | -$22.1K | 0.01% | 315 |
|
|
2022
Q4 | $84K | Buy |
2,438
+276
| +13% | +$9.51K | 0.02% | 239 |
|
|
2022
Q3 | $66K | Sell |
2,162
-155
| -7% | -$4.73K | 0.02% | 267 |
|
|
2022
Q2 | $78K | Sell |
2,317
-379
| -14% | -$12.8K | 0.02% | 237 |
|
|
2022
Q1 | $111K | Sell |
2,696
-246
| -8% | -$10.1K | 0.03% | 191 |
|
|
2021
Q4 | $131K | Sell |
2,942
-14
| -0.5% | -$623 | 0.04% | 155 |
|
|
2021
Q3 | $125K | Buy |
2,956
+544
| +23% | +$23K | 0.04% | 142 |
|
|
2021
Q2 | $99K | Buy |
2,412
+218
| +10% | +$8.95K | 0.04% | 156 |
|
|
2021
Q1 | $85K | Buy |
2,194
+1,145
| +109% | +$44.4K | 0.03% | 157 |
|
|
2020
Q4 | $32K | Buy |
1,049
+757
| +259% | +$23.1K | 0.02% | 269 |
|
|
2020
Q3 | $7K | Sell |
292
-389
| -57% | -$9.33K | ﹤0.01% | 277 |
|
|
2020
Q2 | $16K | Buy |
681
+141
| +26% | +$3.31K | 0.01% | 123 |
|
|
2020
Q1 | $11K | Hold |
540
| – | – | 0.01% | 103 |
|
|
2019
Q4 | $19K | Hold |
540
| – | – | 0.01% | 95 |
|
|
2019
Q3 | $16K | Buy |
540
+140
| +35% | +$4.15K | 0.01% | 100 |
|
|
2019
Q2 | $12K | Hold |
400
| – | – | 0.01% | 130 |
|
|
2019
Q1 | $11K | Hold |
400
| – | – | 0.01% | 111 |
|
|
2018
Q4 | $10K | Hold |
400
| – | – | 0.01% | 108 |
|
|
2018
Q3 | $12K | Sell |
400
-33
| -8% | -$990 | 0.01% | 91 |
|
|
2018
Q2 | $12K | Buy |
+433
| New | +$12K | 0.01% | 94 |
|
|
2017
Q1 | – | Sell |
-6,986
| Closed | -$154K | – | 33 |
|
|
2016
Q4 | $154K | Buy |
+6,986
| New | +$154K | 0.07% | 31 |
|