MW
MBL Wealth’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
23,708
+366
| +2% | +$17.3K | 0.11% | 96 |
|
|
2025
Q1 | $974K | Buy |
23,342
+6,616
| +40% | +$276K | 0.1% | 100 |
|
|
2024
Q4 | $735K | Buy |
16,726
+101
| +0.6% | +$4.44K | 0.07% | 110 |
|
|
2024
Q3 | $660K | Buy |
16,625
+73
| +0.4% | +$2.9K | 0.07% | 118 |
|
|
2024
Q2 | $658K | Buy |
16,552
+1,234
| +8% | +$49.1K | 0.07% | 111 |
|
|
2024
Q1 | $581K | Sell |
15,318
-978
| -6% | -$37.1K | 0.07% | 120 |
|
|
2023
Q4 | $549K | Buy |
16,296
+290
| +2% | +$9.77K | 0.07% | 114 |
|
|
2023
Q3 | $438K | Buy |
16,006
+495
| +3% | +$13.6K | 0.06% | 117 |
|
|
2023
Q2 | $445K | Sell |
15,511
-2,457
| -14% | -$70.5K | 0.06% | 116 |
|
|
2023
Q1 | $514K | Sell |
17,968
-1,316
| -7% | -$37.6K | 0.08% | 97 |
|
|
2022
Q4 | $639K | Sell |
19,284
-3,134
| -14% | -$104K | 0.12% | 85 |
|
|
2022
Q3 | $677K | Buy |
22,418
+3,285
| +17% | +$99.2K | 0.15% | 78 |
|
|
2022
Q2 | $596K | Sell |
19,133
-5,672
| -23% | -$177K | 0.15% | 81 |
|
|
2022
Q1 | $1.02M | Buy |
+24,805
| New | +$1.02M | 0.25% | 60 |
|
|
2021
Q3 | $1.01M | Buy |
+23,747
| New | +$1.01M | 0.35% | 47 |
|
|
2021
Q1 | $950K | Sell |
24,558
-6,791
| -22% | -$263K | 0.33% | 54 |
|
|
2020
Q4 | $950K | Buy |
+31,349
| New | +$950K | 0.38% | 48 |
|