LWA
Lineweaver 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 | $2.6M | Buy |
54,907
+4,700
| +9% | +$222K | 0.41% | 49 |
|
|
2025
Q1 | $2.1M | Buy |
50,207
+6,392
| +15% | +$267K | 0.36% | 52 |
|
|
2024
Q4 | $1.93M | Sell |
43,815
-1,616
| -4% | -$71K | 0.36% | 58 |
|
|
2024
Q3 | $1.8M | Buy |
45,431
+1,316
| +3% | +$52.2K | 0.34% | 55 |
|
|
2024
Q2 | $1.75M | Buy |
44,115
+262
| +0.6% | +$10.4K | 0.36% | 55 |
|
|
2024
Q1 | $1.66M | Buy |
43,853
+2,727
| +7% | +$103K | 0.39% | 51 |
|
|
2023
Q4 | $1.38M | Buy |
41,126
+7,761
| +23% | +$261K | 0.36% | 56 |
|
|
2023
Q3 | $914K | Buy |
33,365
+17,065
| +105% | +$467K | 0.27% | 64 |
|
|
2023
Q2 | $468K | Sell |
16,300
-176
| -1% | -$5.05K | 0.13% | 86 |
|
|
2023
Q1 | $471K | Buy |
16,476
+1,216
| +8% | +$34.8K | 0.14% | 86 |
|
|
2022
Q4 | $505K | Sell |
15,260
-274
| -2% | -$9.08K | 0.15% | 86 |
|
|
2022
Q3 | $469K | Buy |
15,534
+343
| +2% | +$10.4K | 0.15% | 86 |
|
|
2022
Q2 | $472K | Buy |
15,191
+202
| +1% | +$6.28K | 0.16% | 87 |
|
|
2022
Q1 | $617K | Sell |
14,989
-3,049
| -17% | -$126K | 0.18% | 84 |
|
|
2021
Q4 | $802K | Sell |
18,038
-1,483
| -8% | -$65.9K | 0.23% | 70 |
|
|
2021
Q3 | $828K | Buy |
19,521
+1,039
| +6% | +$44.1K | 0.25% | 59 |
|
|
2021
Q2 | $762K | Buy |
18,482
+1,071
| +6% | +$44.2K | 0.25% | 57 |
|
|
2021
Q1 | $673K | Buy |
17,411
+2,552
| +17% | +$98.6K | 0.24% | 55 |
|
|
2020
Q4 | $450K | Sell |
14,859
-991
| -6% | -$30K | 0.18% | 56 |
|
|
2020
Q3 | $381K | Buy |
15,850
+3,249
| +26% | +$78.1K | 0.17% | 62 |
|
|
2020
Q2 | $299K | Buy |
12,601
+830
| +7% | +$19.7K | 0.15% | 64 |
|
|
2020
Q1 | $218K | Buy |
+11,771
| New | +$218K | 0.14% | 66 |
|