MSWM
McGlone Suttner 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 | $1.36M | Buy |
28,685
+183
| +0.6% | +$8.66K | 0.2% | 51 |
|
|
2025
Q1 | $1.19M | Buy |
28,502
+2,706
| +10% | +$113K | 0.2% | 57 |
|
|
2024
Q4 | $1.13M | Buy |
25,796
+1,291
| +5% | +$56.7K | 0.19% | 56 |
|
|
2024
Q3 | $972K | Buy |
24,505
+4,323
| +21% | +$172K | 0.2% | 63 |
|
|
2024
Q2 | $680K | Sell |
20,182
-3,127
| -13% | -$105K | 0.14% | 70 |
|
|
2024
Q1 | $884K | Buy |
23,309
+3,127
| +15% | +$119K | 0.17% | 66 |
|
|
2023
Q4 | $680K | Buy |
20,182
+1,054
| +6% | +$35.5K | 0.13% | 70 |
|
|
2023
Q3 | $524K | Buy |
19,128
+388
| +2% | +$10.6K | 0.12% | 70 |
|
|
2023
Q2 | $538K | Buy |
18,740
+699
| +4% | +$20.1K | 0.12% | 74 |
|
|
2023
Q1 | $516K | Buy |
18,041
+723
| +4% | +$20.7K | 0.13% | 70 |
|
|
2022
Q4 | $574K | Buy |
+17,318
| New | +$574K | 0.18% | 63 |
|