KWM
Kingsview 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 | $5.62M | Buy |
118,761
+2,701
| +2% | +$128K | 0.1% | 221 |
|
|
2025
Q1 | $4.84M | Buy |
116,060
+2,080
| +2% | +$86.8K | 0.09% | 224 |
|
|
2024
Q4 | $5.01M | Buy |
113,980
+1,719
| +2% | +$75.6K | 0.1% | 206 |
|
|
2024
Q3 | $4.45M | Buy |
112,261
+10,904
| +11% | +$433K | 0.09% | 213 |
|
|
2024
Q2 | $4.03M | Buy |
101,357
+10,400
| +11% | +$414K | 0.1% | 208 |
|
|
2024
Q1 | $3.45M | Buy |
90,957
+5,496
| +6% | +$208K | 0.09% | 221 |
|
|
2023
Q4 | $2.88M | Sell |
85,461
-29,327
| -26% | -$987K | 0.09% | 214 |
|
|
2023
Q3 | $3.14M | Sell |
114,788
-1,814
| -2% | -$49.7K | 0.11% | 199 |
|
|
2023
Q2 | $3.35M | Buy |
116,602
+4,886
| +4% | +$140K | 0.13% | 169 |
|
|
2023
Q1 | $3.2M | Buy |
111,716
+9,035
| +9% | +$258K | 0.13% | 169 |
|
|
2022
Q4 | $3.4M | Buy |
102,681
+5,865
| +6% | +$194K | 0.15% | 161 |
|
|
2022
Q3 | $2.92M | Buy |
96,816
+3,972
| +4% | +$120K | 0.14% | 165 |
|
|
2022
Q2 | $2.89M | Sell |
92,844
-9,778
| -10% | -$304K | 0.14% | 167 |
|
|
2022
Q1 | $4.23M | Buy |
102,622
+9,973
| +11% | +$411K | 0.19% | 128 |
|
|
2021
Q4 | $4.12M | Buy |
92,649
+2,039
| +2% | +$90.7K | 0.17% | 131 |
|
|
2021
Q3 | $3.85M | Sell |
90,610
-25,451
| -22% | -$1.08M | 0.18% | 130 |
|
|
2021
Q2 | $4.82M | Buy |
116,061
+9,343
| +9% | +$388K | 0.24% | 93 |
|
|
2021
Q1 | $4.21M | Buy |
106,718
+12,865
| +14% | +$508K | 0.24% | 95 |
|
|
2020
Q4 | $2.85M | Buy |
93,853
+1,943
| +2% | +$58.9K | 0.21% | 113 |
|
|
2020
Q3 | $2.21M | Buy |
91,910
+3,219
| +4% | +$77.5K | 0.2% | 124 |
|
|
2020
Q2 | $2.11M | Buy |
88,691
+15,477
| +21% | +$368K | 0.21% | 119 |
|
|
2020
Q1 | $1.55M | Buy |
73,214
+4,505
| +7% | +$95.6K | 0.21% | 121 |
|
|
2019
Q4 | $2.42M | Buy |
68,709
+2,387
| +4% | +$84.1K | 0.3% | 91 |
|
|
2019
Q3 | $1.94M | Buy |
66,322
+30,182
| +84% | +$881K | 0.3% | 92 |
|
|
2019
Q2 | $1.05M | Sell |
36,140
-10,501
| -23% | -$305K | 0.18% | 148 |
|
|
2019
Q1 | $1.29M | Buy |
46,641
+15,823
| +51% | +$437K | 0.2% | 139 |
|
|
2018
Q4 | $759K | Sell |
30,818
-32,478
| -51% | -$800K | 0.17% | 166 |
|
|
2018
Q3 | $1.87M | Sell |
63,296
-3,258
| -5% | -$96K | 0.38% | 79 |
|
|
2018
Q2 | $1.88M | Buy |
66,554
+29,366
| +79% | +$828K | 0.45% | 69 |
|
|
2018
Q1 | $1.12M | Buy |
37,188
+3,699
| +11% | +$111K | 0.28% | 106 |
|
|
2017
Q4 | $989K | Buy |
33,489
+743
| +2% | +$21.9K | 0.35% | 88 |
|
|
2017
Q3 | $830K | Buy |
32,746
+1,367
| +4% | +$34.6K | 0.37% | 82 |
|
|
2017
Q2 | $761K | Buy |
31,379
+2,902
| +10% | +$70.4K | 0.39% | 80 |
|
|
2017
Q1 | $672K | Buy |
+28,477
| New | +$672K | 0.4% | 86 |
|