MTWM
Masso Torrence 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 | $304K | Hold |
6,420
| – | – | 0.14% | 82 |
|
|
2025
Q1 | $268K | Buy |
6,420
+1
| +0% | +$42 | 0.14% | 84 |
|
|
2024
Q4 | $282K | Hold |
6,419
| – | – | 0.15% | 74 |
|
|
2024
Q3 | $255K | Sell |
6,419
-3,249
| -34% | -$129K | 0.14% | 82 |
|
|
2024
Q2 | $384K | Buy |
9,668
+114
| +1% | +$4.53K | 0.21% | 66 |
|
|
2024
Q1 | $362K | Sell |
9,554
-51
| -0.5% | -$1.93K | 0.21% | 65 |
|
|
2023
Q4 | $323K | Sell |
9,605
-912
| -9% | -$30.7K | 0.22% | 64 |
|
|
2023
Q3 | $288K | Sell |
10,517
-172
| -2% | -$4.71K | 0.22% | 67 |
|
|
2023
Q2 | $307K | Sell |
10,689
-471
| -4% | -$13.5K | 0.22% | 68 |
|
|
2023
Q1 | $319K | Sell |
11,160
-435
| -4% | -$12.4K | 0.25% | 70 |
|
|
2022
Q4 | $384K | Sell |
11,595
-1,999
| -15% | -$66.2K | 0.31% | 63 |
|
|
2022
Q3 | $411K | Buy |
13,594
+2,060
| +18% | +$62.3K | 0.36% | 49 |
|
|
2022
Q2 | $359K | Buy |
11,534
+149
| +1% | +$4.64K | 0.32% | 57 |
|
|
2022
Q1 | $469K | Buy |
11,385
+35
| +0.3% | +$1.44K | 0.38% | 47 |
|
|
2021
Q4 | $505K | Buy |
+11,350
| New | +$505K | 0.35% | 52 |
|