KWM
Kolinsky Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $389K | Buy |
8,845
+67
| +0.8% | +$2.95K | 0.24% | 89 |
|
|
2024
Q3 | $348K | Buy |
8,778
+493
| +6% | +$19.6K | 0.23% | 103 |
|
|
2024
Q2 | $329K | Buy |
8,285
+246
| +3% | +$9.78K | 0.24% | 99 |
|
|
2024
Q1 | $305K | Buy |
8,039
+154
| +2% | +$5.84K | 0.23% | 102 |
|
|
2023
Q4 | $265K | Sell |
7,885
-479
| -6% | -$16.1K | 0.23% | 106 |
|
|
2023
Q3 | $229K | Sell |
8,364
-987
| -11% | -$27K | 0.23% | 112 |
|
|
2023
Q2 | $268K | Sell |
9,351
-2,304
| -20% | -$66K | 0.25% | 98 |
|
|
2023
Q1 | $333K | Sell |
11,655
-302
| -3% | -$8.63K | 0.35% | 69 |
|
|
2022
Q4 | $396K | Buy |
11,957
+170
| +1% | +$5.63K | 0.45% | 49 |
|
|
2022
Q3 | $356K | Buy |
11,787
+127
| +1% | +$3.84K | 0.45% | 46 |
|
|
2022
Q2 | $363K | Sell |
11,660
-1,878
| -14% | -$58.5K | 0.43% | 51 |
|
|
2022
Q1 | $558K | Buy |
13,538
+6
| +0% | +$247 | 0.55% | 31 |
|
|
2021
Q4 | $602K | Buy |
+13,532
| New | +$602K | 0.56% | 31 |
|