LWM
LJI Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
50,613
-1,444
| -3% | -$68.3K | 0.42% | 28 |
|
|
2025
Q1 | $2.17M | Sell |
52,057
-743
| -1% | -$31K | 0.43% | 30 |
|
|
2024
Q4 | $2.32M | Sell |
52,800
-2,435
| -4% | -$107K | 0.46% | 30 |
|
|
2024
Q3 | $2.19M | Buy |
55,235
+593
| +1% | +$23.5K | 0.45% | 31 |
|
|
2024
Q2 | $2.17M | Sell |
54,642
-1,493
| -3% | -$59.4K | 0.48% | 31 |
|
|
2024
Q1 | $2.13M | Sell |
56,135
-2,814
| -5% | -$107K | 0.55% | 26 |
|
|
2023
Q4 | $1.98M | Sell |
58,949
-312
| -0.5% | -$10.5K | 0.51% | 26 |
|
|
2023
Q3 | $1.62M | Buy |
59,261
+1,394
| +2% | +$38.2K | 0.47% | 31 |
|
|
2023
Q2 | $1.66M | Sell |
57,867
-2,794
| -5% | -$80.2K | 0.48% | 29 |
|
|
2023
Q1 | $1.73M | Buy |
60,661
+1,766
| +3% | +$50.5K | 0.55% | 28 |
|
|
2022
Q4 | $1.95M | Buy |
+58,895
| New | +$1.95M | 0.68% | 27 |
|