MCWA
Meadow Creek 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 | $1.15M | Buy |
24,386
+340
| +1% | +$16.1K | 0.78% | 26 |
|
|
2025
Q1 | $1M | Sell |
24,046
-17,094
| -42% | -$713K | 0.75% | 33 |
|
|
2024
Q4 | $1.81M | Sell |
41,140
-11,149
| -21% | -$490K | 1.3% | 16 |
|
|
2024
Q3 | $2.07M | Buy |
52,289
+40,522
| +344% | +$1.61M | 1.65% | 14 |
|
|
2024
Q2 | $468K | Buy |
11,767
+924
| +9% | +$36.7K | 0.44% | 54 |
|
|
2024
Q1 | $411K | Buy |
10,843
+1,325
| +14% | +$50.2K | 0.29% | 79 |
|
|
2023
Q4 | $320K | Buy |
+9,518
| New | +$320K | 0.31% | 76 |
|
|
2019
Q4 | $323K | Buy |
+9,161
| New | +$323K | 0.45% | 70 |
|