KWA
Kingswood 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 | $3.73M | Sell |
78,819
-990
| -1% | -$46.8K | 0.29% | 72 |
|
|
2025
Q1 | $3.33M | Sell |
79,809
-4,962
| -6% | -$207K | 0.3% | 77 |
|
|
2024
Q4 | $3.73M | Sell |
84,771
-25,244
| -23% | -$1.11M | 0.28% | 75 |
|
|
2024
Q3 | $4.36M | Sell |
110,015
-3,632
| -3% | -$144K | 0.31% | 70 |
|
|
2024
Q2 | $4.52M | Buy |
113,647
+34,189
| +43% | +$1.36M | 0.41% | 45 |
|
|
2024
Q1 | $3.01M | Buy |
79,458
+11,947
| +18% | +$453K | 0.35% | 60 |
|
|
2023
Q4 | $2.27M | Buy |
67,511
+46,950
| +228% | +$1.58M | 0.26% | 84 |
|
|
2023
Q3 | $2.12M | Sell |
20,561
-27,065
| -57% | -$2.79M | 0.36% | 71 |
|
|
2023
Q2 | $1.37M | Buy |
+47,626
| New | +$1.37M | 0.44% | 55 |
|