LWA
Ledgewood 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 | $824K | Buy |
17,414
+10
| +0.1% | +$473 | 0.52% | 31 |
|
|
2025
Q1 | $726K | Sell |
17,404
-443
| -2% | -$18.5K | 0.47% | 32 |
|
|
2024
Q4 | $784K | Buy |
17,847
+11
| +0.1% | +$483 | 0.51% | 32 |
|
|
2024
Q3 | $708K | Buy |
17,836
+2,012
| +13% | +$79.8K | 0.48% | 28 |
|
|
2024
Q2 | $629K | Sell |
15,824
-366
| -2% | -$14.6K | 0.54% | 29 |
|
|
2024
Q1 | $614K | Sell |
16,190
-300
| -2% | -$11.4K | 0.57% | 28 |
|
|
2023
Q4 | $555K | Buy |
+16,490
| New | +$555K | 0.51% | 29 |
|