KJWM
Kiley Juergens 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 | $1.78M | Buy |
37,537
+192
| +0.5% | +$9.09K | 0.41% | 42 |
|
|
2025
Q1 | $1.56M | Sell |
37,345
-1,592
| -4% | -$66.4K | 0.41% | 40 |
|
|
2024
Q4 | $1.71M | Sell |
38,937
-1,258
| -3% | -$55.3K | 0.43% | 39 |
|
|
2024
Q3 | $1.59M | Sell |
40,195
-2,154
| -5% | -$85.5K | 0.41% | 41 |
|
|
2024
Q2 | $1.68M | Buy |
42,349
+2,145
| +5% | +$85.3K | 0.47% | 37 |
|
|
2024
Q1 | $1.52M | Buy |
40,204
+7,953
| +25% | +$302K | 0.47% | 36 |
|
|
2023
Q4 | $1.09M | Sell |
32,251
-3,534
| -10% | -$119K | 0.36% | 38 |
|
|
2023
Q3 | $980K | Sell |
35,785
-2,073
| -5% | -$56.8K | 0.35% | 43 |
|
|
2023
Q2 | $1.09M | Buy |
37,858
+134
| +0.4% | +$3.84K | 0.37% | 44 |
|
|
2023
Q1 | $1.08M | Buy |
37,724
+1,555
| +4% | +$44.5K | 0.4% | 46 |
|
|
2022
Q4 | $1.2M | Buy |
36,169
+4,266
| +13% | +$141K | 0.5% | 43 |
|
|
2022
Q3 | $963K | Buy |
31,903
+2,250
| +8% | +$67.9K | 0.45% | 44 |
|
|
2022
Q2 | $923K | Buy |
29,653
+9,414
| +47% | +$293K | 0.44% | 44 |
|
|
2022
Q1 | $834K | Sell |
20,239
-8,449
| -29% | -$348K | 0.4% | 38 |
|
|
2021
Q4 | $1.28M | Sell |
28,688
-750
| -3% | -$33.4K | 0.48% | 37 |
|
|
2021
Q3 | $1.25M | Sell |
29,438
-3,477
| -11% | -$148K | 0.55% | 35 |
|
|
2021
Q2 | $1.36M | Sell |
32,915
-420
| -1% | -$17.3K | 0.62% | 32 |
|
|
2021
Q1 | $1.29M | Sell |
33,335
-210
| -0.6% | -$8.12K | 0.67% | 32 |
|
|
2020
Q4 | $1.02M | Buy |
33,545
+1,130
| +3% | +$34.2K | 0.6% | 32 |
|
|
2020
Q3 | $780K | Buy |
32,415
+5,935
| +22% | +$143K | 0.57% | 29 |
|
|
2020
Q2 | $628K | Sell |
26,480
-476
| -2% | -$11.3K | 0.52% | 33 |
|
|
2020
Q1 | $572K | Buy |
26,956
+1,207
| +5% | +$25.6K | 0.59% | 32 |
|
|
2019
Q4 | $906K | Buy |
25,749
+421
| +2% | +$14.8K | 0.8% | 28 |
|
|
2019
Q3 | $738K | Buy |
25,328
+67
| +0.3% | +$1.95K | 0.81% | 26 |
|
|
2019
Q2 | $732K | Buy |
25,261
+2,149
| +9% | +$62.3K | 0.82% | 28 |
|
|
2019
Q1 | $637K | Sell |
23,112
-839
| -4% | -$23.1K | 0.79% | 26 |
|
|
2018
Q4 | $590K | Buy |
23,951
+690
| +3% | +$17K | 0.83% | 28 |
|
|
2018
Q3 | $685K | Buy |
23,261
+830
| +4% | +$24.4K | 0.51% | 41 |
|
|
2018
Q2 | $632K | Buy |
22,431
+3
| +0% | +$85 | 0.56% | 39 |
|
|
2018
Q1 | $672K | Sell |
22,428
-89
| -0.4% | -$2.67K | 0.73% | 36 |
|
|
2017
Q4 | $664K | Buy |
+22,517
| New | +$664K | 0.6% | 38 |
|