JWA
JFS Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
20,892
+2,144
| +11% | +$101K | 0.06% | 150 |
|
|
2025
Q1 | $782K | Buy |
18,748
+491
| +3% | +$20.5K | 0.05% | 160 |
|
|
2024
Q4 | $802K | Sell |
18,257
-274
| -1% | -$12K | 0.05% | 154 |
|
|
2024
Q3 | $735K | Buy |
18,531
+12,396
| +202% | +$492K | 0.05% | 168 |
|
|
2024
Q2 | $244K | Sell |
6,135
-559
| -8% | -$22.2K | 0.02% | 219 |
|
|
2024
Q1 | $254K | Buy |
6,694
+479
| +8% | +$18.2K | 0.02% | 220 |
|
|
2023
Q4 | $209K | Sell |
6,215
-137
| -2% | -$4.61K | 0.02% | 232 |
|
|
2023
Q3 | $174K | Buy |
6,352
+250
| +4% | +$6.85K | 0.02% | 234 |
|
|
2023
Q2 | $175K | Buy |
6,102
+797
| +15% | +$22.9K | 0.02% | 231 |
|
|
2023
Q1 | $152K | Sell |
5,305
-2,069
| -28% | -$59.2K | 0.01% | 241 |
|
|
2022
Q4 | $244K | Sell |
7,374
-278
| -4% | -$9.21K | 0.02% | 199 |
|
|
2022
Q3 | $231K | Sell |
7,652
-78
| -1% | -$2.36K | 0.03% | 202 |
|
|
2022
Q2 | $241K | Sell |
7,730
-4,735
| -38% | -$148K | 0.03% | 194 |
|
|
2022
Q1 | $514K | Buy |
12,465
+2,547
| +26% | +$105K | 0.05% | 156 |
|
|
2021
Q4 | $441K | Buy |
9,918
+341
| +4% | +$15.2K | 0.04% | 166 |
|
|
2021
Q3 | $407K | Buy |
9,577
+1,403
| +17% | +$59.6K | 0.04% | 159 |
|
|
2021
Q2 | $337K | Sell |
8,174
-2,647
| -24% | -$109K | 0.05% | 134 |
|
|
2021
Q1 | $419K | Buy |
10,821
+2,293
| +27% | +$88.8K | 0.09% | 112 |
|
|
2020
Q4 | $258K | Hold |
8,528
| – | – | 0.05% | 131 |
|
|
2020
Q3 | $205K | Buy |
8,528
+800
| +10% | +$19.2K | 0.05% | 132 |
|
|
2020
Q2 | $184K | Buy |
7,728
+6,252
| +424% | +$149K | 0.05% | 141 |
|
|
2020
Q1 | $31K | Sell |
1,476
-9,182
| -86% | -$193K | 0.01% | 246 |
|
|
2019
Q4 | $375K | Buy |
10,658
+813
| +8% | +$28.6K | 0.09% | 104 |
|
|
2019
Q3 | $287K | Buy |
9,845
+7,690
| +357% | +$224K | 0.07% | 120 |
|
|
2019
Q2 | $62K | Hold |
2,155
| – | – | 0.02% | 225 |
|
|
2019
Q1 | $59K | Hold |
2,155
| – | – | 0.02% | 218 |
|
|
2018
Q4 | $53K | Sell |
2,155
-200
| -8% | -$4.92K | 0.01% | 224 |
|
|
2018
Q3 | $69K | Sell |
2,355
-69
| -3% | -$2.02K | 0.02% | 224 |
|
|
2018
Q2 | $68K | Sell |
2,424
-513
| -17% | -$14.4K | 0.02% | 220 |
|
|
2018
Q1 | $88K | Sell |
2,937
-5,343
| -65% | -$160K | 0.02% | 203 |
|
|
2017
Q4 | $244K | Sell |
8,280
-2,870
| -26% | -$84.6K | 0.06% | 124 |
|
|
2017
Q3 | $283K | Buy |
11,150
+24
| +0.2% | +$609 | 0.07% | 109 |
|
|
2017
Q2 | $270K | Sell |
11,126
-844
| -7% | -$20.5K | 0.07% | 102 |
|
|
2017
Q1 | $265K | Hold |
11,970
| – | – | 0.07% | 109 |
|
|
2016
Q4 | $265K | Sell |
11,970
-5,757
| -32% | -$127K | 0.07% | 109 |
|
|
2016
Q3 | $277K | Sell |
17,727
-13,594
| -43% | -$212K | 0.08% | 104 |
|
|
2016
Q2 | $416K | Sell |
31,321
-5,032
| -14% | -$66.8K | 0.11% | 102 |
|
|
2016
Q1 | $491K | Buy |
36,353
+21,633
| +147% | +$292K | 0.14% | 86 |
|
|
2015
Q4 | $247K | Buy |
14,720
+2,133
| +17% | +$35.8K | 0.07% | 118 |
|
|
2015
Q3 | $196K | Sell |
12,587
-5,701
| -31% | -$88.8K | 0.09% | 102 |
|
|
2015
Q2 | $311K | Sell |
18,288
-5,653
| -24% | -$96.1K | 0.16% | 70 |
|
|
2015
Q1 | $368K | Buy |
23,941
+1,022
| +4% | +$15.7K | 0.17% | 64 |
|
|
2014
Q4 | $410K | Buy |
22,919
+1,058
| +5% | +$18.9K | 0.07% | 60 |
|
|
2014
Q3 | $373K | Sell |
21,861
-4,010
| -15% | -$68.4K | 0.07% | 53 |
|
|
2014
Q2 | $398K | Sell |
25,871
-390
| -1% | -$6K | 0.07% | 52 |
|
|
2014
Q1 | $452K | Sell |
26,261
-1,176
| -4% | -$20.2K | 0.25% | 57 |
|
|
2013
Q4 | $427K | Sell |
27,437
-585
| -2% | -$9.1K | 0.19% | 79 |
|
|
2013
Q3 | $387K | Sell |
28,022
-365
| -1% | -$5.04K | 0.18% | 84 |
|
|
2013
Q2 | $365K | Buy |
+28,387
| New | +$365K | 0.18% | 74 |
|