LWMM
Legacy Wealth Management (Mississippi)’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Sell |
76,674
-2,196
| -3% | -$104K | 1.1% | 22 |
|
|
2025
Q1 | $3.29M | Sell |
78,870
-375
| -0.5% | -$15.6K | 1.08% | 22 |
|
|
2024
Q4 | $3.48M | Sell |
79,245
-3,100
| -4% | -$136K | 1.38% | 19 |
|
|
2024
Q3 | $3.27M | Hold |
82,345
| – | – | 1.2% | 24 |
|
|
2024
Q2 | $3.27M | Hold |
82,345
| – | – | 1.38% | 22 |
|
|
2024
Q1 | $3.12M | Sell |
82,345
-750
| -0.9% | -$28.4K | 1.41% | 19 |
|
|
2023
Q4 | $2.8M | Buy |
83,095
+160
| +0.2% | +$5.39K | 1.35% | 20 |
|
|
2023
Q3 | $2.27M | Sell |
82,935
-900
| -1% | -$24.6K | 1.18% | 22 |
|
|
2023
Q2 | $2.41M | Hold |
83,835
| – | – | 1.21% | 21 |
|
|
2023
Q1 | $2.4M | Buy |
+83,835
| New | +$2.4M | 1.32% | 18 |
|
|
2022
Q4 | – | Sell |
-30,790
| Closed | -$930K | – | 72 |
|
|
2022
Q3 | $930K | Sell |
30,790
-37,020
| -55% | -$1.12M | 0.63% | 46 |
|
|
2022
Q2 | $2.11M | Buy |
+67,810
| New | +$2.11M | 1.28% | 22 |
|